Client Education Series: Estate Organizer Contents and Tabs Common Law Individual provides your clients with substantive content that explains the estate planning documents that are inserted into their Estate Organizer Binder.
The product includes:
- Information on all estate planning documents
- Information on maintaining a trust (buying/selling assets, making changes)
- An overview of the steps in the event of death
- Instructions for funding the trust using the letters and documents prepared by the law office
- Areas for your client to insert personal information