Resource Kit for Interviewing and Onboarding
How this helps:
This is a set of tools to make it easier to work with us and access the support we can provide.
You can choose to use some resources to give to clients when they brief you about their situation. Other resources can be used to develop your skills and guide the conversations you have with your clients, referrers and collaborators.
What we need you to tell us
CLIENT REGISTRATION FORM & WILL INSTRUCTIONS
WHAT YOU HAVE TO KNOW TO APPOINT REPRSENTATIVES
ESTATE ADMINISTRATION INSTRUCTIONS FORM
DECISION MAKING EVALUATION
Evaluating your client’s information
DOCUMENT REVIEW CHECKLIST