What documents should my client expect to receive and how?

The attached document provides an overview of the standard documents that a client recieves with each product. 

Wilson Hand partners with MyCase for secure storage of client information and documents. Client Services will share all relevant documents with your client via a MyCase Portal, which your client should receive access to early in the process. Typically, clients want their CPA, or wealth manager to have access to their documents.  If your client would like for us to share their documents with their CPA or other 3rd party, they can request access by providing client services with the name and email of this person.

• Related Articles

• Frequently Asked Questions: Equishare and Small Advantage

  Equishare is Wilson Hand's program for the sale and management of fraction (1/8th) shares in recreational vehicle (RV). Small Advantage is Wilson Hand's program for the sale and management of ADUs (Boxhouse). The following frequently asked questions ...

• Frequently Asked Questions: Leveraged Charitable Deduction (LCD)

  The following frequently asked questions are designed to assist Wilson Hand's Strategic Partners with communicating with their clients regarding the 2022 and 2023 LCD programs. 1. When are we getting the K-1s for 2022 investments? In early March, ...

• Frequently Asked Questions: Corporate Transparency Act

  1. What is the Corporate Transparency Act? The Corporate Transparency Act is a new law that went into effect January 1st, 2024, requiring almost all entities in the US to file Beneficial Ownership Information (“BOI”) on individuals who own ...

• Frequently Asked Questions: Co-Donation (charitable donation)

  The following frequently asked questions and there relevant responses are designed to assist Wilson Hand's Strategic Partners communicate with their clients regarding the Co-Donation program. 1. Can I choose the charity? Wilson Hand has taken the ...