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Client Education Series: Estate Organizer 2008 Tabs

Product details:

Brand: Cowles
Copyright: 2008
Service #: 40715387
Publication Frequency: Updated as changes in the law dictate
Update format: Other update method

Free update period with subscription:

90 days  (details)

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Client Education Series: Estate Organizer 2008 Tabs



In stock


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