Client Education Series: Estate Organizer Binder with Contents and Tabs Community Property Individual
allows you to present estate planning documents to your clients with easy-to-follow descriptive inserts covering all elements of your clients' estate plan.
This set converts an intangible service into a less intimidating, personalized product. You can use the binder to insert copies of your client's customized estate plan, and your client will have areas in the binder to insert personal information.
The included inserts explain all estate planning documents and provide information covering:
- How to maintain a trust
- Steps to take in the event of death
- Instructions for funding the trust using the letters and documents prepared by the law office