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Client Education Series: Estate Organizer Binder with Contents and Tabs Community Property Joint 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:
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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