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Individual Estate Record

(digital)

A useful and inexpensive giveaway to current and potential client families, the “Individual Estate Record” provides a place for them to compile their personal and financial information. It highlights the benefits of planning ahead and makes it easy for those you serve to begin the process. And, the Individual Estate Record recently has been revised based on feedback from your fellow members, making it easier than ever to use.

This is for the digital version of this brochure, which can be uploaded to your website or attached to your company emails so that families can download it.

Product #: 147

Member price: $150.00



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