Hello everyone! Today, I want to provide you with an honest look at "Initial Disclosure" appointments and encourage you to take on these assignments.
The Process:
Although the package you print is over 200 pages, you only need to print it once. Only about a quarter of these documents require signatures, while the remaining documents stay with the signer. You'll collect and scan supporting documents, and then scan the signed documents.
Initial Call:
When you first call the signers, always remind them to have their supporting documents ready before your arrival. This will make the appointment go smoothly.
Conclusion:
I hope this short video helps you overcome any hesitation about accepting these assignments. Remember, you're assisting the senior community, just as you would help your own senior family members.
