How to create an end of life plan?

Explore, document and share all your health, legal, funeral and legacy decisions in an end-of-life plan. Make it easier for family in the future. and more… Plan for everything that matters. If playback doesn’t begin shortly, try restarting your device. Your browser does not currently recognize any of the video formats available.

Do you have a prioritization plan for client contact?

Of course, a single advisor may easily be responsible for one hundred or more client relationships, and thus, a prioritization plan for client contact should be created. Advisors should consider prioritizing:

Why do we need a plan for our ending?

Those we love need a plan for our ending. Cake turns something painful and scary into something meaningful and life giving. It’s inviting, thought provoking, easy to use, and real. Thanks, Cake. You’re brilliant! Help mom and dad get their affairs in order. Make sure you know how to honor their wishes. Store their documents in one place.

When to accept the engagement and planning the audit?

–the earlier the appointment for the engagement the better for the auditor. It leaves more time for planning. –auditor business risk may be increased by acceptance of an engagement near or after the close of the client’s fiscal year. 2. The scheduling of field work