Financial planners are essential in guiding clients toward their financial goals by facilitating important conversations about their aspirations. These discussions help align financial strategies with clients' unique circumstances. Additionally, addressing crucial legal documents, such as wills and trusts, ensures that clients' wishes are honored and their assets protected. By emphasizing open communication and the importance of these documents, financial planners empower clients to make informed decisions for long-term financial security.
Asset-Map Platform provides tools and methods to track and catalog these important topics.
Use Relationship Maps
Open the Relationships page in Visual mode to map out the client's aspirations, goals, and other important matters. Use the toolbar to apply members and editable text boxes to the field. Click and drag to arranged them. Draw connecting lines between the border dots to demonstrate relationship.
Catalog and Track Important Documents Using Legal Instruments
Click the "Legal" button on the client's Asset-Map to add or review important legal instruments status. Add a Will, Power of Attorney, or other types of legal instruments, fill out and save the form as desired. Click the item to open the information page to view details. These are also found on the "Financials" page in the "Legal" section.
Tags: documents, will, wills living, power, attorney, planning, legacy, goals, tasks
12/2025