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Present estate planning documents to clients in a professional binder. Book $15.00 |
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This is an informational booklet about the benefits of estate planning for potential and existing clients, and referral sources. Book $40.00 |
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This tab set incorporates estate planning information and documents into an organized client binder. Book $8.00 |
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This tabbed set incorporates estate planning information and will documents into an organized client binder. |
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This product allows your clients to organize their estate plans, substantive explanations of the plans, and other useful information. Book (Full Set) $20.00 |
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Cowles document covers are used in coordination with the estate planning documents generated from the Cowles Trust Plus® software. |
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This product includes the substantive content that explains the estate planning documents that are inserted into the Estate Organizer Binder. Book (Full Set) $20.00 |
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Cowles document envelopes are used in coordination with the estate planning documents generated from the Cowles Trust Plus® software. |
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Present estate planning documents to your clients in a professional binder with descriptive inserts on all elements of the estate plan. Book (Full Set) $35.00 |
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Client Education Series: Estate Organizer Contents and Tabs (no binder) Wisconsin Joint (Quantity 1)This product includes the substantive content that explains the estate planning documents that are inserted into the Estate Organizer Binder. Book (Full Set) $20.00 |
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