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Client Education Series: Estate Organizer Contents and Tabs – Wills allows your clients to organize their estate plans, substantive explanations of the plans, and other useful information. It includes substantive content that explains the inserted estate planning document, as well as:
• Information on maintaining the estate plan
• An overview of steps in the event of death
• Areas for the client to insert personal information and lists of assets
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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