Legal Solutions | USA
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This product generates correspondence and documents required to terminate a revocable trust at the time of the client's death. It allows for immediate, personal response to the trustee and beneficiaries, beginning with initial notification of a death through final accounting and distribution of assets. The system even creates state-specific deeds to convey real estate to beneficiaries. You also receive practice building supplies like a client education booklet and drafting checklists as well as access to Cowles Members Only™, an online resource that provides tools to help build a marketing plan, establish goals and objectives, connect with your peers and more.