Family Office Service requests enable users to submit requests on behalf of clients for Financial Planning, Will Preparation, and Tax Preparation
First, find the client's CRM Contact Record page by searching contact name in the search bar. Requests can be submitted directly from the CRM by using the Servicing (Service Request) extension located in the middle-panel of the client's CRM Contact Record page. Select Family Office Services.
Financial Planning
Financial Planning will be coming soon! We're busy making some exciting updates and will keep you posted.
Will Preparation
First, find the client's CRM Contact Record page by searching contact name in the search bar. You can submit a request for Will Preparation by navigating to the Servicing (Service Request) extension, selecting Family Office Services, and then by selecting Will Preparation. The Will Preparation request section has two Request Types that you can choose from.
- Individual Plan: This request type will help prepare a will and estate plan for an individual
- Family Plan: This request type will help prepare a will and estate plan for multiple individuals
Learn more about Will Preparation
Tax Preparation
First, find the client's CRM Contact Record page by searching contact name in the search bar. You can submit a request for Will Preparation by navigating to the Servicing (Service Request) extension, selecting Family Office Services, and then by selecting Tax Preparation. The Tax Preparation request section has two Request Types that you can choose from.
- Individual Plan: This request type will help plan for an individual
- Family Plan: This request type will help plan for multiple individuals