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Client Education Series: Estate Organizer Binder With Contents and Tabs Wisconsin Individual (Quantity 1)

Product details:

Format: Binder/Looseleaf
Brand: Cowles
Copyright: 2008-2011
Publication frequency: As needed
Update method: No updating

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Client Education Series: Estate Organizer Binder With Contents and Tabs Wisconsin Individual (Quantity 1)

100100887

Availability:

Partial stock
(details)
100100887
100100887
One time purchase (Full set)
$35.00
Purchase the current version only, no updates will be sent.


One time purchase (Individual volumes)
Purchase the current version only, no updates will be sent.

Client Education Series: Estate Organizer allows you to present estate planning documents to your clients with easy-to-follow descriptive inserts covering all elements of your clients' estate plan.

This set converts an intangible service into a less intimidating, personalized product. You can use the binder to insert copies of your client's customized estate plan, and your client will have areas in the binder to insert personal information.

The included inserts explain all estate planning documents and provide information covering:

  • How to maintain a trust
  • Steps to take in the event of death
  • Instructions for funding the trust using the letters and documents prepared by the law office