The Response Summary is a useful tool in gathering and confirming necessary data for your client's Estate Plan. When you finish answering the questionnaire, the response summary page will display. To download this page, scroll to the bottom and click "Download Response Summary".
Clicking in this will bring up the PDF version of the response summary for you to download/print and present to your client for confirmation. There is even a space at the bottom of the document for them to sign and date confirming that the data is correct.
When sending this to the client via email, you can use the following email template: Email Template for Confirming Response Summary.