Open a Conversation with Clients During Tough Times with This Customizable Legacy Worksheet: Download Now
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Get instant access to a fillable "Legacy Worksheet" that enhances your fact finding and presentation process. Especially now, during the Coronavirus Crisis, it’s a good time to reach out as a true advisor, helping them to re-focus on their future goals.
This is a customizable, fillable PDF that makes your practice stand out professionally and is the perfect tool to email to your clients/prospects.
This Worksheet Features:
- Personal Legacy Checklist
- Activities List/Priorities
- Completion Date/Timeframe
Gain access to this handy, customizable form right now to add to your "virtual" arsenal of client-facing tools.