Testator Interview Checklist (Canada) Mobile App
Core features are free forever
This "Testator Interview Checklist" is designed to be used with the "Client Identification and Verification Procedure", "Will Procedure", and "Will Drafting" checklists.
Features
Submission Editing
Reference Data
Dispatch
How does it work?
It is intended to be used as a guide to gathering information needed to advise the testator and draft the will. This checklist must be considered in relation to the particular facts at hand and augmented and revised as appropriate.
Industry: Professional Services Attorney
- Created by: Team GoCanvas
- Type: Checklists
- Language: English
- Country: Canada
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iPhone, iPad -
Android -
Windows
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I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.
Dave Kramer
PennLine Service
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