{"id":30770,"date":"2023-08-18T05:10:50","date_gmt":"2023-08-18T05:10:50","guid":{"rendered":"https:\/\/www.process.st\/templates\/estate-planning-advisor-onboarding\/"},"modified":"2024-03-05T13:42:08","modified_gmt":"2024-03-05T13:42:08","slug":"estate-planning-advisor-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/estate-planning-advisor-onboarding\/","title":{"rendered":"Estate Planning Advisor Onboarding"},"content":{"rendered":"\n<section id=\"provide-employment-documentation\"> \n <h2>Provide Employment Documentation<\/h2>\n <div class=\"text-content\">\n   Welcome to the estate planning advisor team! Your first task is to provide all necessary employment documentation. These documents are crucial for us to get you set up and ensure compliance with company policies. Your supervisor will provide you with a detailed checklist of the required documents. Please gather and submit them promptly to avoid delays in your onboarding process. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Employment Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"complete-hr-paperwork\"> \n <h2>Complete HR Paperwork<\/h2>\n <div class=\"text-content\">\n   Now that you have provided the necessary employment documentation, it's time to complete the HR paperwork. This includes filling out forms related to your employment status, benefits, and payroll information. Make sure to read each form carefully and provide accurate information. If you have any questions, reach out to HR for assistance. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> HR Paperwork <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-hr-documentation\"> \n <h2>Approval: HR Documentation<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Complete HR Paperwork<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"attend-orientation-session\"> \n <h2>Attend Orientation Session<\/h2>\n <div class=\"text-content\">\n   Welcome to the estate planning advisor team! Now that you have completed the necessary paperwork, it's time to attend the orientation session. During this session, you will learn about the company's mission, values, and culture. You will also get an overview of the estate planning process and the role of an advisor in helping clients plan for their future. Be prepared to interact with other team members and ask questions. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Orientation Session Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduction-to-estate-planning-team\"> \n <h2>Introduction to Estate Planning Team<\/h2>\n <div class=\"text-content\">\n   It's time to get to know your estate planning team! In this task, you will be introduced to your colleagues, including advisors, support staff, and supervisors. Take this opportunity to learn about their roles and responsibilities. Building strong relationships and effective communication within the team is vital for providing excellent client service and achieving team goals. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Introduce Estate Planning Team Members <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"assign-a-mentor\"> \n <h2>Assign a Mentor<\/h2>\n <div class=\"text-content\">\n   Having a mentor can greatly enhance your learning and development as an estate planning advisor. In this task, you will be assigned a mentor who will provide guidance, support, and share their experience with you. Your mentor will be there to help you navigate through the initial stages of your onboarding process and answer any questions you may have. Embrace this opportunity to learn from their expertise and make the most of your mentorship. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select Mentor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-company-ethics-and-policies\"> \n <h2>Review Company Ethics and Policies<\/h2>\n <div class=\"text-content\">\n   Integrity and ethical conduct are fundamental to our work as estate planning advisors. In this task, you will review the company's ethics and policies to ensure you understand our standards and expectations. Familiarize yourself with our code of conduct, confidentiality policy, and any other relevant policies. If you have any questions or need clarification, reach out to your supervisor or the HR department. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Review Company Ethics and Policies <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-review-of-policies\"> \n <h2>Approval: Review of Policies<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review Company Ethics and Policies<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"undergo-finance--legal-compliance-training\"> \n <h2>Undergo Finance &amp; Legal Compliance Training<\/h2>\n <div class=\"text-content\">\n   As an estate planning advisor, it's crucial to have a solid understanding of finance and legal compliance. In this task, you will undergo training to enhance your knowledge in these areas. The training will cover topics such as financial regulations, tax laws, and compliance requirements in estate planning. Stay engaged and actively participate in the training sessions to maximize your learning. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Finance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Legal Compliance \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"learn-about-estate-planning-principles-and-practices\"> \n <h2>Learn about Estate Planning Principles and Practices<\/h2>\n <div class=\"text-content\">\n   In order to effectively advise clients on estate planning, it's essential to have a strong understanding of the underlying principles and practices. In this task, you will dive deeper into the world of estate planning and learn about various strategies, tools, and techniques used in the field. Take notes, ask questions, and actively engage in the learning process to build a solid foundation of knowledge. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Topics to Learn <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Wills \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Trusts \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Probate \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Tax Planning \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Charitable Giving \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"familiarize-with-estate-planning-tools-and-software\"> \n <h2>Familiarize with Estate Planning Tools and Software<\/h2>\n <div class=\"text-content\">\n   As a modern estate planning advisor, proficiency in utilizing estate planning tools and software is essential. In this task, you will familiarize yourself with the tools and software that we use in our practice. Explore their features, capabilities, and learn how to navigate through them. Seek assistance from the support team if you encounter any difficulties or have questions about the tools. \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estate Planning Tools and Software <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Planning Software \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Document Management System \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Client Relationship Management \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Financial Calculators \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Estate Planning Templates \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"meet-with-assigned-clients\"> \n <h2>Meet with Assigned Clients<\/h2>\n <div class=\"text-content\">\n   Now that you have acquired the necessary knowledge and tools, it's time to meet with your assigned clients. In this task, you will have the opportunity to apply your skills and provide personalized estate planning advice to clients. Prepare for the meetings by reviewing client information and developing an understanding of their unique circumstances. Demonstrate professionalism, empathy, and active listening skills during client interactions. \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Tasks to Complete <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Review Client Information \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Schedule Meeting \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Prepare Meeting Agenda \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Gather Required Documents \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Create Meeting Notes \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"understand-client-needs-assessment-process\"> \n <h2>Understand Client Needs Assessment Process<\/h2>\n <div class=\"text-content\">\n   A thorough understanding of client needs is crucial for effective estate planning. In this task, you will learn about the client needs assessment process. Familiarize yourself with the various factors to consider when evaluating a client's goals, objectives, and financial situation. Develop the skills to ask relevant questions and actively listen to client responses. Remember, each client is unique, and tailoring your approach accordingly is key to providing tailored advice. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Factors to Consider <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Financial Goals \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Family Dynamics \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Asset Portfolio \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Risk Tolerance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Tax Considerations \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-understanding-of-client-assessment-process\"> \n <h2>Approval: Understanding of Client Assessment Process<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Understand Client Needs Assessment Process<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-sample-estate-plan\"> \n <h2>Prepare Sample Estate Plan<\/h2>\n <div class=\"text-content\">\n   Now that you have gathered client information and assessed their needs, it's time to prepare a sample estate plan. In this task, you will create a mock estate plan using the provided template and hypothetical client information. Pay attention to detail, consider the client's goals and objectives, and ensure the plan aligns with applicable laws and regulations. Your supervisor will review the plan and provide feedback for improvement. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Sample Estate Plan <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-sample-estate-plan-with-supervisor\"> \n <h2>Review Sample Estate Plan with Supervisor<\/h2>\n <div class=\"text-content\">\n   Congratulations on completing the sample estate plan! Now it's time to review it with your supervisor. Schedule a meeting with your supervisor to go through the plan together. Ask for their feedback, clarification on any aspect, and suggestions for improvement. Use this opportunity to enhance your understanding and refine your estate planning skills. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Supervisor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Review Meeting Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-sample-estate-plan\"> \n <h2>Approval: Sample Estate Plan<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare Sample Estate Plan<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review Sample Estate Plan with Supervisor<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"get-information-for-credential-verification\"> \n <h2>Get Information for Credential Verification<\/h2>\n <div class=\"text-content\">\n   Credential verification is a vital step in establishing your professional credibility as an estate planning advisor. In this task, you will gather the necessary information required for credential verification. This may include academic degrees, certifications, and professional memberships. Ensure that the information provided is accurate and up to date to avoid delays in the verification process. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Credential Verification Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"submit-credentials-for-verification\"> \n <h2>Submit Credentials for Verification<\/h2>\n <div class=\"text-content\">\n   Now that you have gathered all the required credential verification documents, it's time to submit them for verification. Prepare a complete package of the documents and submit them to the HR department. They will handle the verification process and notify you once it is completed. Your credentials will be an important asset in building trust with clients and establishing yourself as a knowledgeable estate planning advisor. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Credential Verification Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-credential-verification\"> \n <h2>Approval: Credential Verification<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Get Information for Credential Verification<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Submit Credentials for Verification<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Provide Employment Documentation Welcome to the estate planning advisor team! Your first task is to provide all necessary employment documentation. These documents are crucial for us to get you set up and ensure compliance with company policies. Your supervisor will provide you with a detailed checklist of the required documents. 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