Completion of a Free Review for all new matters, including estate planning, asset protection and amendments to documents prepared by View Legal or elawyer is recommended. The best placed team member at View Legal will be in contact via email with the next step for you and your customer to implement the appropriate solution based on information provided.
View Community members have unlimited access to decision matrices and other toolkits to assist with determining the most likely pathway for each customer’s unique situation, while ensuring value is appropriately positioned for your business. Log in to your dashboard here to access your resources. Many advisers keep each matrix printed up for easy referencing while assisting customers.