Encourage Clients to Compile Their “Legal Vault”

Originally posted on wealthmanagement.com

During lockdown and the slow reopening, here’s another home project that will benefit your clients (and help you help them better).  Your client will also be making it easier for his family and loved ones, and those they rely on as fiduciaries, for decades to come.  Not only is this simple, but also it will likely save thousands of dollars in fess and hundreds of hours of frustration!

Most people don’t have an organized collection of all their key legal documents listed below. Often, even advisors are missing key documents, so that this process will help you as well.  Guide and encourage clients not to “sweat it”, but to just get the process going.

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