In this article, you will learn how to create a new client account and begin the estate planning process.
- Log into your Estate Guru Portal and select "Create New Client" on the right-hand side.
- Fill out the client's information and select 'Create Account' at the bottom of the screen.
Continue by answering the following questions:
- Date of birth and gender
- Marital / relationship status
- Children outside this relationship
- Assets over $3 million not jointly owned
- Any other estate plan documents in place
- Do you own real estate?
- Approx. value of all assets
Once you have completed the questions, the attorney assigned to your client's account will recommend the appropriate estate plan.