Binder page · Tab: Unknown Document ID Service
Unknown Document ID Service
What to do when paperwork arrives that you cannot identify.
Filing instruction
File behind the Unknown Document ID Service tab and REPLACE the previous version.
If a document arrives that you do not recognise, do not discard it and do not sign it.
1. Note the date it arrived and the sender.
2. Photograph every page, including envelopes.
3. Log it in the Communication Log.
4. Send it to your EstateMindr professional for identification before you respond.
Documents to treat with care: anything mentioning a court, the IRS, a creditor, an insurance policy, or a signature request.
This is a sample binder, shown read-only so you can see how a finished EstateMindr binder is organised. No real client information appears here.