Client: Jim Hudak
Client Information
Ready for ConsultConsult Notes
This panel will show all notes and directives from the consult process.
| Field | Answer |
|---|---|
| Client Info Notes | Notes on contact information /spouse. |
| Children and Heirs Notes | Here are some notes about the client's children |
| Asset Notes | Here are some notes about investment accounts |
| Prepare GDPOA? | No |
| Prepare Spouse's GDPOA? | No |
| Prepare HCPOA? | |
| Prepare Spouse HCPOA? | |
| Prepare Living Will? | |
| Prepare Spouse Living Will? | |
| Prepare Last Will & Testament | |
| Prepare Trust? | |
| Underage Sub-Trust Distributions | |
| Include Ladybird Deed? | |
| Final Review Completed & Documents Ready for Drafting? | |
| Final Notes or Special Instructions |
Generate Documents
Generated Documents
No “latest generation” found for this project yet.
Pending Documents
Based on Intake selections & consult
- Information for Tax Professionals