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Our estate planning books cover a wide range of topics, including drafting, administering estate planning and executing wills, trusts, and more.
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New edition This title provides highly adaptable forms to assist you through the estate planning process, including client-intake forms, fee agreements, financial and medical powers of attorney, complete will and trust forms, and expert commentary.
Book
$359.00
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This Aspatore legal title provides comprehensive information on drafting this important estate plan section. Book $95.00 |
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This tabbed set incorporates estate planning information and will documents into an organized client binder. |
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Cowles document envelopes are used in coordination with the estate planning documents generated from the Cowles Trust Plus® software. |
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New edition Issues you face in preparing and filing estate tax returns are covered concisely and completely in this compact desk reference.
Book (Full Set)
$1,960.00
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Present estate planning documents to your clients in a professional binder with descriptive inserts on all elements of the estate plan. Book (Full Set) $35.00 |
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This product gives your clients one spot for their estate plans, substantive explanations of the plans, and other useful information. Book $30.00 |
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Client Education Series: Estate Organizer Binder With Contents and Tabs Wisconsin Joint (Quantity 1)Present estate planning documents to clients in a professional binder with descriptive inserts on all elements of the estate plan. Book (Full Set) $35.00 |
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This title reviews the law of trusts, including applicable rules, statutes, and cases and changes to the Florida Trust Code.
Book
$384.00
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A detailed reference tool for the estate and financial planner providing all the information needed to resolve any client concerns. |
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