Description

Give this Excel workbook or PDF file to your clients to begin the work of summarizing and collecting the background documents for their assets and debts.

The PDF file would be a manually completed document, the Excel workbook can be completed on line and will do automatic totalling and summarizing.

Whether or not your clients choose to start this process, you can then use the document to compile and summarize for them.

You must have the latest copy of Microsoft Excel on your computer in order to use the Excel workbook. The PDF file simply requires a PDF reader such as Acrobat.