Available Dream Docs Templates
(Partial List)
1. INITIAL INTAKE FORM:
Allows you to record important client data while talking to a potential client on the phone.
2. OPEN NEW FILE:
Dream Docs automatically generates all the documents you need to open up a new client file, including the File Folder Labels Administrative Instructions and Estate Planning Information Sheet.
Dream Docs also generates a checklist of all the things you need to discuss with your potential new client.
3. CONFIRM APPOINTMENT LETTER:
With the information already entered into the online database, Dream Docs will construct a letter confirming the initial appointment.
4. ESTATE PLANNING INFORMATION SHEET:
Obtain all the information necessary to set up an estate plan for your client with this twelve page intake form.
5. FEE AGREEMENT LETTER:
Four different types of fee agreement letters - pick the appropriate letter and send.
Confirm your agreement and/or send a bill to the new client on your Dream Docs generated letter.
6. ESTATE PLANNING DOCUMENTS PACKAGE:
Three different options: Simple Single Client; Simple Married Couple and Simple AB Disclaimer Trust.
The package contains Living Trust, Will, Power of Attorney documents and all other documents.
FREQUENTLY ASKED QUESTIONS
Each living trust document package contains "Frequently Asked Questions" which make it easy for your client to understand all of the documents.
7. INSTRUCTIONS FOR PREPARING THE TRUST DRAFT:
Dream Docs generates a "rough draft" of the estate planning documents. Easy to use instructions which show you how to turn the "rough draft" into an "initial draft" which can be sent to the client.
8. TRUST QUITCLAIM DEED:
No estate plan can be effective unless the client's real estate has been transferred into the living trust. Dream Docs can generate up to three different transfer deeds at one time.
9. DRAFT TRANSMITTAL LETTER:
After you have completed the initial draft documents, send them to the client using the draft transmittal letter. Complete instructions for your assistant to complete the clerical duties printed by Dream Docs.
10. LETTER CONFIRMING SIGNING:
You should set the date of signing the documents at the time of the initial client meeting. Remind the client of the meeting and prepare the final original documents which will be signed by the client.
11. FINAL LETTER TO CLIENT:
After the client signs the original documents, send a final letter which explains trust funding of other assets.
12. LETTER TO COUNTY RECORDER:
Dream Docs generates a letter to the county recorder which instructs them to record the trust quitclaim deed(s).