Client Education Series: Estate Organizer 2008 Tabs

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100005937

Binder/Looseleaf

$8.00

Client Education Series: Estate Organizer enables you to assemble client information and documents into a client-friendly educational binder. The set offers a professional, organized method to structure all the information your clients will need to access as they work to understand, implement, and maintain their estate plans.

The set includes a clear description of tab contents to help your clients understand each topic. Topics include:

An explanation of a trust agreement
How to maintain a trust and change trustees
Information for successor trustees
Transferring assets into a trust, including sample letters and forms
Trust agreements and amendments
Trust assets
Pourover wills
Power of attorney
Health care directives
Irrevocable trusts
Other documents

Summary of contents
Replacement pages

Description of Documents
Explanation of Trust Agreement
Maintaining Your Trust / Changing Trustee
Information for Successor Trustee / Procedure After Death
Transferring Assets Into Your Trust
Transferring Assets Into Your Trust - Sample Letters and Forms
Trust Agreement and Amendments
List of Trust Assets
Certificate of Trustee Authority and Power
Pourover Will
Power of Attorney
Health Care Directives
Irrevocable Trust
Other Documents

Enter replacement volume, chapter and page numbers separated by commas. For example: Volume 2, Chapter 5, Pages 7, 12-19. Please limit requests to 25 pages or less. If you are located outside the United States or for more than 25 pages please contact Customer Service 1-800-328-4880.

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