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Client Education Series: Estate Organizer Contents and Tabs (no binder) Community Property Joint (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 Contents and Tabs (no binder) Community Property Joint (Quantity 1)

100100882

Availability:

In stock
(details)
100100882
100100882
One time purchase
$20.00
Purchase the current version only, no updates will be sent.


Client Education Series: Estate Organizer Contents and Tabs—Community Property includes substantive content that explains the estate planning documents that are inserted into the Estate Organizer Binder. It contains:

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