A time saving book to efficiently gather client estate planning information. Reproduce forms to give to your clients to complete in their home or office, or use it during your interview to gather all your clients' estate planning details: family statistics, general data, bequests, personal assets, liabilities, insurance, family trusts and other trusts. Explanatory material about estate planning procedures and probate activities are included to help your clients understand the importance of sound estate planning.
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A time saving book to efficiently gather client estate planning information. Reproduce forms to give to your clients to complete in their home or office, or use it during your interview to gather all your clients' estate planning details: family statistics, general data, bequests, personal assets, liabilities, insurance, family trusts and other trusts. Explanatory material about estate planning procedures and probate activities are included to help your clients understand the importance of sound estate planning.
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Add this copy of Estate Planning Investment Analysis to cart. $30.96, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 1993 by Lawyers & Judges Publishing Co.
