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Add a Professional to an Asset-Map
Add a Professional to an Asset-Map

Add the client's CPA, Attorney, Business Partner or any non-family relation

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 3 years ago

If you're the client's financial quarterback who is coordinating a number of other professionals to help your client, it pays to have their information on hand. Here's a suggestion of how to add their information to a household.

Tags: CPA; Attorney; Trustee; Business Partner; Estate

11/2021

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