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Cowles Estate Organizer Community Property Individual Content and Tabs
Cowles Estate Organizer Community Property Individual Content and Tabs
Description
Client Education Series: Estate Organizer Contents and Tabs Community Property Individual includes the substantive content that explains the estate planning documents that are inserted into the Estate Organizer Binder. It also contains:
- 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
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