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Individual Estate Record

(print-ready file)

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 print-at-your-firm version of this brochure.