Jun 27 in Questions
Client Death workflow in Wealthbox
Hi, We are refining our Client Death workflow. We have been modeling it after the Simp Ops template, so we see that we should remove the deceased client from the existing household and change the household to the surviving spouse. A few nuanced questions have arisen:
- What happens to the household when the surviving spouse also dies?
- Does the household get deleted?
- What if there is activity in the household due to join accounts?
- Should deceased contacts ever be in a household?
Thanks for any input this community can share. We appreciate it.
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Client Death workflow in Wealthbox
skool.com/ria-os
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