The Practical Interview is designed to collect more information from your clients in an easy to use online form. The information carries over into the Practical Planning System documents. Clients enter their information on a secure website that has your firm’s branding. This information is then downloaded and opened in the Practical Planning System estate planning software – eliminating input by your staff! After meeting with your client, you are just a few questions away from having a full set of documents ready for signing.
Practical Interview Features:
- Your clients can fill out the information on their PC, MAC, Tablet or Smart phone.
- The website is secure. We use SSL encryption to protect your client’s personal information.
- The client’s information is deleted after you download the information, giving your clients further security.
Please note that if prospective clients don’t finish the online within 7 days of them creating an account, all their information is deleted.
Practical Planning System’s mission is to assist your office in creating high quality, custom documents in just 10 questions per document. Contact us about how we can help you streamline your document creation.