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Essential Documents Check

1 minute read

04 Jun 2020


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CPAs have been especially busy in recent weeks counseling clients through the sudden economic challenges brought on by COVID-19.

Because you’ll be communicating with a large number of your clients, this can be a timely opportunity to also remind them to update essential documents, such as living wills and power of attorney designations.

During this time, many firms have increased their communication to clients with phone calls, webinars, emails, and more, said Lisa Featherngill, CPA/PFS, head of legacy and wealth planning at Abbot Downing in Winston-Salem, N.C. In these communications, CPAs can add a reminder to clients to check their documents and make sure they’re in a place that’s secure but easy to access by trusted individuals, she said.

 

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