Client Education Series: Estate Organizer Binder With Contents and Tabs Wisconsin Joint (Quantity 1)

Availability:

In stock

(details)

Email this page

100100908

Binder/Looseleaf (Full set)

$35.00

Binder/Looseleaf (Individual volumes)

With Client Education Series: Estate Organizer Binder With Contents and Tabs Wisconsin Joint, you can present estate planning documents to clients in a professional binder that includes descriptive inserts covering all elements of the estate plan. This item converts an intangible service into a less intimidating, personalized product and is organized via:

A binder that provides you with a place to insert copies of your client's customized estate plan
Inserts that explain all estate planning documents and provide information on maintaining the trust, an overview of steps in the event of death, and instructions for funding the trust using the letters and documents prepared by the law office
Areas in which the client can insert personal information

Replacement pages

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.

* Denotes required fields

Replacement pages *

First name *

Last name *

Country *

Organization name

E-mail *

Phone *

West account *

Address *

P.O. Box

City *

State *

ZIP *