12 November 2020 - Wills, Enduring Power of Attorney and SMSF Will

The client data capture process is important to ensure that the client's wishes are transferred to one or more of the LightYear Docs estate planning suite as well as providing a safeguard for accountants and planners completing estate planning documentation. In this session we will be launching our new combined Will, EPOA and SMSF Will data capture - along with client notes explaining how to use.

12 November Data Capture

EPOA, Will and SMSF Will Data Capture December 2020