This family estate organizer is a distinctive way of presenting will or trust documents to your clients. The family name is engraved on a chrome-plated brass plate and comes with 14 time-saving index tabs. 1. Personal & Family History 2. Durable Power of Attorney 3. Powers of Attorney 4. Wills 5. Living Wills 6. Trust 7. Financial-Assets 8. Financial-Liabilities 9. Insurance 10. Important Documents 11. Corporate/Partnership Agreements 12. Funeral Arrangements 13. Tax Returns 14. Miscellaneous
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This family estate
organizer is a distinctive way of presenting will or trust documents to
your clients. The family name is engraved on a chrome-plated brass
plate and comes with 14 time-saving index tabs. 1. Personal &
Family History 2. Durable Power of Attorney 3. Powers of Attorney 4.
Wills 5. Living Wills 6. Trust 7. Financial-Assets 8.
Financial-Liabilities 9. Insurance 10. Important Documents 11.
Corporate/Partnership Agreements 12. Funeral Arrangements 13. Tax
Returns 14. Miscellaneous
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