adviser facilitated estate planning solutions · planning meeting (unlimited length) view legal...

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Entry Adviser / Client Meeting Data Input via Portal Selecting Entry Service Level View Legal Produces All Documents Draft Documents Emailed Client Views Online Education Course (20 Minutes) 20-Minute Web Meeting with View Legal Final Documents Posted for Signing Signed Documents Sent to View Legal for Secure Storage Compliance Adviser / Client Meeting Data Input via Portal Selecting Compliance Service Level View Legal Produces All Documents Draft Documents Emailed 45-Minute Web Meeting with View Legal Final Documents Posted for Signing Signed Documents Sent to View Legal for Secure Storage Comprehensive 60-Minute Adviser / Client / View Legal Web Planning Meeting View Legal Produces All Documents Draft Documents Emailed 60-Minute Web Meeting with View Legal Final Documents Posted for Signing Signed Documents Sent to View Legal for Secure Storage PACKAGES Concierge Adviser / Client / View Legal Web Planning Meeting (Unlimited Length) View Legal Produces All Documents Draft Documents Emailed Web Meeting with View Legal (Unlimited Length) Final Documents Posted for Signing Signed Documents Sent to View Legal for Secure Storage Adviser facilitated estate planning solutions

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Page 1: Adviser facilitated estate planning solutions · Planning Meeting (Unlimited Length) View Legal Produces All Documents Draft Documents Emailed Web Meeting with View Legal (Unlimited

Entry Adviser / Client Meeting

Data Input via Portal

Selecting Entry Service Level

View Legal Produces All Documents

Draft Documents

Emailed

Client Views Online

Education Course (20 Minutes)

20-Minute Web Meeting with View Legal

Final Documents Posted for Signing

Signed Documents Sent to View

Legal for Secure Storage

Compliance Adviser / Client Meeting

Data Input via Portal Selecting

Compliance Service Level

View Legal Produces All Documents

Draft Documents

Emailed

45-Minute Web Meeting with View Legal

Final Documents Posted for Signing

Signed Documents Sent to View Legal for Secure Storage

Comprehensive 60-Minute Adviser / Client / View Legal

Web Planning Meeting

View Legal Produces All Documents

Draft Documents Emailed

60-Minute Web Meeting with View Legal

Final Documents Posted for Signing

Signed Documents Sent to View Legal for Secure Storage

PACKAGES

Concierge Adviser / Client / View Legal Web

Planning Meeting (Unlimited Length)

View Legal Produces All Documents

Draft Documents

Emailed

Web Meeting with View Legal

(Unlimited Length)

Final Documents Posted for Signing

Signed Documents Sent to View Legal for Secure Storage

Adviser facilitated estate planning solutions

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