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KYC / Account Opening IntakeAdvisor-facing — captures KYC and account setup for Mako Client Profile QuestionnaireRisk assessment — 15 scored questions for risk capacity and tolerance Corporate-Owner Planning IntakeFor business owners and corporate professionals Individual Planning IntakeFor individuals and families Estate Planning QuestionnaireComprehensive intake for will and POA preparation Executor Readiness ChecklistStep-by-step guide for estate executors Estate Inventory TrackerComprehensive asset and account inventory POA Financial Management TrackerTools for managing finances under Power of Attorney Family Guidance & Final InstructionsPersonal guidance for your family — where to find things, who to call, and what matters most Investment Portfolio BrochureClient-facing overview of Cherry Hill's private wealth offering Executor Readiness ScorecardLead-gen tool — quick self-assessment for prospective clients