It is all about the conversation. 

Some advisors keep track of important documents and goals conversation by placing $0 or $1 value financials onto a new family member named "Goals and Documents". A Legal Entity is good for this, too!
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Use the Reference Name fields creatively to describe the documents. Keep track of each conversation topic by changing $0 (incomplete) to $1 (complete).

Isolate on goals and documents by clicking their name in the family list. Then save the Layout to provide a printable electronic document to use in a client meeting.
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See below for an example of one implementation.  

Tags: documents, will, wills living, power, attorney, planning, legacy

10/2021

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