01635 292356 
Here we identify two of the useful documents that are included in the initial client folder. 
The initial pack handed to your client at the first meeting will contain several useful documents/fact sheets. Two of these are : 
 
Location of Documents form 
 
Your client can use this form to list all of their important documents, such as bills, bank statements, policies and letters, and advise where they are stored. 
 
Funeral Wishes 
 
Your client may have specific wishes with regards to the type of funeral they would (or would not!) like. Here, they can, if they wish, record these wishes. A will is often not looked at until after a funeral has taken place, so it can be useful to have a client's wishes on this topic recorded elsewhere than in the will. 
 
Both of these documents could ease the tasks of those left behind after your client's death. 
 
 
Share this post:

Leave a comment: 

Archives

Our site uses cookies. For more information, see our cookie policy. Accept cookies and close
Reject cookies Manage settings