Description
Client Education Series: Estate Organizer Contents and Tabs Wills allows your clients to organize their estate plans, substantive explanations of the plans, and other useful information. It includes substantive content that explains the inserted estate planning document, as well as: Information on maintaining the estate plan An overview of steps in the event of death Areas for the client to insert personal information and lists of assets Tabs for use in the Estate Organizer Binder are included, but not the binder itself.
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