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hello everybody and today were going to talk about um the lwp process that has been built into action step so if you look here this is important to discuss the lwp value-based estate planning process because its off of this process that weve then incorporated it into action step so just to keep in mind we do have we have the client enrollment system as well as the estate planning system so here youre going to see the home page of action step and whats really great about the home page is that it keeps pretty much everything um on your system right at a glance so youll be able to see what exactly everyone in the office is doing um as well as what appointments are on the calendar as well as any tasks that have been given to you throughout um when you look at this screen um this is basically just kind of a summary of any tasks that have been assigned to you um and red means theyre overdue green means that theyre due today this is one of the the top reasons why action step works so
