Client Education Series: Estate Organizer Contents and Tabs (no binder) Wisconsin Joint (Quantity 1)

This product includes the substantive content that explains the estate planning documents that are inserted into the Estate Organizer Binder. It contains explanations of all estate planning documents, 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, and areas for the client to insert personal information.