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Self Service for Estate Planning Service Process
Give your customer community users access to the Estate Planning service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for estate planning through a self-service channel.
- Set Up Estate Planning as a Self-Service Process
Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process to provide notice about their estate planning.
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