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Helping Diligent Advisors Ensure They're On The Right Planning Path
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Clients are often confused as to what documents to keep in their files. Records relating to tax and legal matters, healthcare issues, assets and liabilities, as well as other important transactions should be kept in case they are needed in the future.
In this checklist, we cover a number of documents that your clients need to consider keeping in case they encounter any number of issues, including:
This is a comprehensive checklist of the types of documents that clients need to consider retaining in their files.
Updated for 12/1/2022