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Cowles Wisconsin Estate Organizer Joint Content and Tabs
Cowles Wisconsin Estate Organizer Joint Content and Tabs
Description
Client Education Series: Estate Organization Contents and Tabs – Wisconsin Joint includes the 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
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