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    Client Onboarding Packet

    • May 12, 2021

    From here you can view each section/page of the client onboarding packet, and/or download the PDF version.

    Download PDF

    • Next Steps
    • Items Needed
    • Sources, Citations & Surrogate Signer Instructions
    • House File Management
    • Delivery Reports and Test Emails
    • Donation Platform Receipts
    • Warming Up New Donors
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