Document, Helpful Suggestions For Correct Procedure, 1988

Historical information

This memo was distributed to Legatees as a guide to Legatees. When contacting widows, Legatees could follow the script to ensure that the important points were addressed. At the bottom of the page the document lists the number of phone calls made to widows and follow up visits to widows in need of a visit
(1986 and 1987). Note item "k" in the document. The switch refers to the person manning the telephone switchboard. This person would make a written or mental note that the Duty Legatee was not available. Leaving a recorded message on the phone was not available at this time.

Significance

That Legacy tried to ensure that all Duty Legatees could follow the same script. Technology for a message that popped up on the computer screen was not available at the time.

Physical description

White paper with black type of a memo about duty legatees.

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