Submitting a Will Preparation Request

Submit a request for Will Preparation

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Family Office Services. 

From there, you can select Will Preparation and proceed to specify the details of the request via the right sidebar pop-up.

Step 1:

• Select the Plan you want to submit:
• Individual plan or Family plan 

Step 2:

• Type the number of Wills you are adding 
• Attach the Will Prep Form 

• Click Submit once the files are fully uploaded. You can now track your ticket.