The common gaps

A good action plan should flag whether the client has a will, enduring powers of attorney, and relationship property documentation where it matters.

  • Wills direct assets and guardianship intentions.
  • EPAs help if someone cannot make decisions.
  • Relationship property agreements can protect complex family and business situations.

Keep the handoff clean

MoneyIQ should not pretend every adviser is a lawyer. The CRM should create the referral, track completion, and pull the gap back into the plan.

  • Show the gap in the client report.
  • Assign the referral and due date.
  • Track document return without exposing unrelated private details.