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Production - Arizona
Client first name:
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Client file number:
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Production Location
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Madison
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this page is already coded to the Client - editing the name or file number above won't change anything.
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LIVE -
TW• (Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
Sends PDFs to client via email
Updates Airtable "Production Tracking"
LIVE -
TW•A (Assurance Service)
Creates and prints the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
Updates Airtable "Client Status" and creates LINK_Mailing
LIVE -
TW•C (Coma Docs + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Coma Documents PDF (contains Durable Power of Attorney and Health Care Directive)
Sends PDFs to client via email
Updates Airtable "Production Tracking"
LIVE -
TW•CA (Coma Docs + Assurance Service)
Creates and prints the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Coma Documents (Durable Power of Attorney and Health Care Directive)
Updates Airtable "Client Status" and creates LINK_Mailing
LIVE -
TW•CT (Coma Docs + Probate-Avoidance Trust + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Probate-Avoidance Trust PDF
4. Coma Documents PDF (contains Durable Power of Attorney and Health Care Directive)
Sends PDFs to client via email
Updates Airtable "Production Tracking"
LIVE -
TW•CTA (Coma Docs + Probate-Avoidance Trust + Assurance Service)
Creates and prints the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Probate-Avoidance Trust (+ their copy)
4. Coma Documents (Durable Power of Attorney and Health Care Directive)
Updates Airtable "Client Status" and creates LINK_Mailing
LIVE -
TW•T (Probate-Avoidance Trust + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Probate-Avoidance Trust PDF
Sends PDFs to client via email
Updates Airtable "Production Tracking"
LIVE -
TW•T (Probate-Avoidance Trust + Assurance Service)
Creates and prints the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Probate-Avoidance Trust (+ their copy)
Updates Airtable "Client Status" and creates LINK_Mailing
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