You will likely have to shift some of your client interactions to an online format in order to present, share, and collect important information. Fortunately there are a number of resources and advice GFD can provide to help guide you through this process:
C.A.R.E. Guide Powerpoint
Based on our popular print guide for consumers, C.A.R.E. stands for Continuing Assistance with Respect to the Estate. This guide contains checklists, contact information, and other considerations people need to consider when a loved one has passed away. The information includes what benefits the estate may be eligible for, what household services may need to be cancelled, and more. We have converted the content of the guide into a Powerpoint format so you can easily present this to your client families via webinar.
Planning Guide: Fillable PDF
Our Planning Guide for consumers, this guide provides a comprehensive starting point for your client families to compile important personal information. We have made the content of the guide a fillable PDF file so it can be easily shared and completed electronically.
Customized Powerpoint Templates
Hosting interactive meetings is new ground for many of us, but the good news is it's easy to start simple. One of the most tried-and-true methods of delivering information is to use a program like Powerpoint to convey information in a clear and visual manner.
GFD can help get you started by creating a customized Powerpoint template for your establishment, incorporating you logo and colours that match your branding. Please contact your Business Development Officer, or email us at [email protected] to request yours today.
Links to Get You Started
We have compiled the following external links to help you get familiar with some of the applications and online services available to you, which we encourage you to check out: