Client Education Series: Estate Organizer Contents and Tabs, Wisconsin Individual includes the substantive content that explains the estate planning documents that are inserted into the Estate Organizer Binder. It also includes:
Information on maintaining the trust (buying/selling assets, making changes)
An overview of steps in the event of death
Instructions for funding the trust using the letters and documents prepared by the law office
Areas for the client to insert personal information
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.