There are 8 sub-steps within Step 2 as part of the overall ''7 Steps to Success - Implementing Adviser Facilitated Estate Planning'' process.
These are listed below:
STEP 1: Adviser confirms customer instructions
STEP 2: A service level and fixed price is selected
This 7 minute video provides a high level overview of the step in each service level https://youtu.be/DuXXLeoz5NY the flyer in the video is a great tool to assist with planning the most suitable service level for your customer and can be found in your View Community dashboard.
STEP 3: Instructions are submitted
In relation to the data entry for your customer, the following 8 minute video provides general steps for inputting data for your customer https://youtu.be/FnYbccXFQAU
STEP 4: Draft documents are provided for review by you and your customer
STEP 5: Online meeting with customer
STEP 6: Final documents issued for signing
STEP 7: Certificate of Compliance Issued
STEP 8: Secure Storage of documents
All 7 of the Steps to Success - Implementing Adviser Facilitated Estate Planning are summarised here. Other advisers bookmark these pages to assist with easy referencing in the future.
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