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Client Education Series: Estate Organizer Contents and Tabs (no binder) Common Law Individual

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 Contents and Tabs (no binder) Common Law Individual

100100905

Availability:

In stock
(details)
100100905
100100905
One time purchase (Full set)
$20.00 $16.00
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 Contents and Tabs Common Law Individual provides your clients with substantive content that explains the estate planning documents that are inserted into their Estate Organizer Binder.

The product includes:

  • Information on all estate planning documents
  • Information on maintaining a trust (buying/selling assets, making changes)
  • An overview of the steps in the event of death
  • Instructions for funding the trust using the letters and documents prepared by the law office
  • Areas for your client to insert personal information