As much as we think we are, we are never truly prepared for emergencies. We strive to be there for our clients’ every day, but if tragedy were to strike we would like to be able to assist your family more than we are currently set up to do. This checklist will guide our company’s actions in the event of an emergency, so that we can better service you and your family as quickly and efficiently as possible.
Please use this checklist to record whether or not you have certain important records and papers and when they were last updated. Please send this form to your Marvin and Company, P.C. representative.