In this episode of Office Hours, Steve Drost and Will Kaplan walk through best practices for managing children and complex household relationships within Quivr CRM. Learn how to keep your client data organized while maintaining compliance and tracking important relationships.

✅ Understand when to add a child as a contact within a household

✅ Learn how to transition minors into adult clients with their own households

✅ Discover how to use the related parties feature to link households

✅ Tips for tracking powers of attorney, beneficiaries, and nuanced client relationships

✅ Best practices for multi-generational or evolving family structures

Whether you’re managing client households with minor children, adult children, or other unique relationships, this video helps you make sense of Quivr’s tools for efficient and accurate data management.