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.