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Client Education Series: A Guide to Administering the Revocable Living Trust, 2008 ed. (Quantity 10)

Product details:

Format: Book - softbound
Brand: Cowles
Copyright: 2008
Pages: 28
Publication frequency: As needed
Update method: No updating

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Client Education Series: A Guide to Administering the Revocable Living Trust, 2008 ed. (Quantity 10)

100005933

Availability:

In stock
(details)
100005933
100005933
One time purchase
$40.00
Purchase the current version only, no updates will be sent.


Intended for trustees, Client Education Series: A Guide to Administering the Revocable Living Trust covers the administrative and tax requirements when a death occurs. These comprehensive, easy-to-read booklets have many uses, including:

  • Mail them to trustees, providing them with an opportunity to read about the trust termination process
  • Display them in your reception area for reading material
  • Mail to other clients you have served who would benefit from your expertise
  • Share them with potential referral sources
  • Distribute them to beneficiaries to give them an overview of the process and of the benefits of your trust termination services