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Cowles

This is an informational booklet about the benefits of estate planning for potential and existing clients, and referral sources.

Book   $40.00

Present estate planning documents to clients in a professional binder.

Book   $15.00

Cowles document covers are used in coordination with the estate planning documents generated from the Cowles Trust Plus® software.

Other

Cowles document envelopes are used in coordination with the estate planning documents generated from the Cowles Trust Plus® software.

Other

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

This product gives your clients one spot for their estate plans, substantive explanations of the plans, and other useful information.

Book   $30.00

This product includes the substantive content that explains the estate planning documents that are inserted into the Estate Organizer Binder.

Book   $20.00

This tabbed set incorporates estate planning information and will documents into an organized client binder.

Other

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

Present estate planning documents to clients in a professional binder with descriptive inserts on all elements of the estate plan.

Book (Full Set)   $35.00