Where can i find the preparation document/email to send to client before meeting him/her?
getArrange.com platform is built smartly. The preparation email is automatically sent when you have gotten consent from the individual to contact him for Estate Planning. You can do so through the "Get Consent & Prep." function in the platform.
Fill in the information and select the options accordingly and click "Send"
Both you and your client will receive the preparation email.
You can view who you have previously sent the email to under "View Records"