Estate Planning Will Worksheet
This Will Worksheet helps clients organize key information, ensuring efficient and productive initial meetings. It covers personal details, assets, liabilities, and preferences, making estate planning straightforward. The pdf is fillable and can be downloaded below.
Related Articles
Communications - Client Services Coordinator Team SOP Manual
CSC Operations Manual Most recent version Sept 2024
A Simple Way to Solicit Reviews From Clients
Below are locations for which we have easy review links. The steps below require you to do a little bit of copy & paste. If you have questions, feel free to send a message to marketing@gravislaw.com. 3 Steps 1) First, look at the table below and find ...
Referral/PNC Scheduling Form
Overview: Procedure manual for the attorney and Communications team for when an attorney (or support staff) schedules their own consultation. This breakdown the responsibilities of each team as well as a step-by-step guide. Revised: 11/29/2022
Corporate Rates for Travel
Link for Holiday Inn, Richland, WA: Hotel in Richland | Holiday Inn Richland on the River Hotel (ihg.com) Link for Grove Hotel, Boise, ID: Gravis Law Preferred Corporate Rate - The Grove Hotel Additional rates will be added at a future date. Revision ...
Letterhead: How to Generate
Letterhead files can be generated through a Technology & Innovation tool. Once you fill out the survey, a letterhead file will be assembled for you to download. You can request your customized letterhead file by filling out this XpressDox template. ...