Phase 9
Legal Documents
Complete questionnaires, review trust and entity documents, and use the secure vault.
6 topics
Client questionnaires
Complete legal intake questionnaires.
Trust documents
Review your trust documents.
Entity formation
Form LLCs and other entities.
Electronic signing
Sign legal documents electronically.
Asset transfers
Transfer assets into trusts and entities.
Secure document vault
Store and retrieve documents in the vault.
Additional staff documentation
One additional topic is available to authorized My VECTR team members after sign-in.