Description
With Client Education Series: Estate Organizer Binder With Contents and Tabs Wisconsin Joint, you can present estate planning documents to clients in a professional binder that includes descriptive inserts covering all elements of the estate plan. This item converts an intangible service into a less intimidating, personalized product and is organized via: A binder that provides you with a place to insert copies of your client’s customized estate plan Inserts that explain all estate planning documents and provide information on maintaining the trust, an overview of steps in the event of death, and instructions for funding the trust using the letters and documents prepared by the law office Areas in which the client can insert personal information
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