Client Education Series: Estate Organizer Binder With Contents and Tabs Community Property Individual (Quantity 1)

Present estate planning documents to your clients in a professional binder with descriptive inserts covering all elements of the estate plan. This binder converts an intangible service into a less intimidating, personalized product. The binder provides the attorney with a place to insert copies of the client's customized estate plan. The inserts 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. They also provide areas for the client to insert personal information.