Print Temporary Cards for a Client
If a card is required right away and the queued card from LegalVault won't arrive on time you are able to print out a temporary wallet card on Avery Labels (#5361) with a color [printer right from your Firm's LegalVault Portal
- Login the LegalVault Portal
- Search for a client
- Go to the client's administration section
- Click "Print custom Walled Card on special card stock"
- Select, download and print
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How to print wallet cards in house
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We recommend providing the Client Enrollment Form to your clients early in the estate planning process. The benefit to following this routine is that you are able to provide the wallet cards to clients at final signing. Step 1 – Have client complete ...Scenario B: Client completes/submits Client Enrollment Form at final signing
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This method cannot be used to submit any non-healthcare related information to LegalVault. If you would like to add legal/financial documents, you would have to access the client’s LegalVault account after it has been created and submit them online. ...