How do I deposit / retrieve Wills from gA-Vault for my client as a CEP?
Click on the " Deposit / Retrieve" function in the main dashboard.
If your client intends to deposit / retrieve the Will him/herself, check out the article on how to deposit / retrieve as a User instead.
Select "Deposit for Client" or "Retrieve for Will" and choose the date / time slot accordingly. Click on "Confirm Appointment".
Please note that you can only deposit / retrieve clients that you have previously assisted before (i.e. after you gone through the full Estate Planning process and "Send Will").
Both you and your client will receive a PDF form containing the detailed instructions via email.
You can find the forms ( Will Deposit Form / Will Retrieval Form) as well under View Resources.
On the day of the appointment, bring
- the signed form;
- a photocopy of your client's ID (as per the Will);
- the physical hardcopy of the Will; and
- your own (CEP's) ID for verification purposes.