Today, I spent some time at a senior client's apartment in search of his important documents. My client's son is coming to visit in a couple weeks and will be needing critical documents such as the Will, Trust, Power of Attorney, Life Insurance Policy, etc. My client's memory is not the best so I was really on a search mission and am delighted to say that I found everything I needed. The documents were here and there and took some super sleuth skills.
Today was a huge success. Adult children are not always involved with their parent's lives for one reason or another. So we avoided a crisis situation today with locating important documents before it was too late. This is one of the many varied tasks I get to do in my business. It is more rewarding than I can properly explain but it is why I do what I do!