The Trial & Heirs Estate Planning Organizer is a one-of-a-kind document that you can personalize to give to clients and prospects. You can either send this unique Organizer to your clients physically or electronically so they can get … and stay … organized with all of their legal and financial information, and more!
Simply choose the template you’d like to use, then insert your name (along with your phone number, email or website, if you’d like) in the “Courtesy Of” section. You have the option to write a brief introduction to your audience. Click ‘print’ or ‘save as’ to send to your clients and prospects.