Estate Planning Investment Analysis

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Author: Stanley G. King
ISBN 10: 0-884505-1-11
ISBN 13: 978-0-884505-11-2
Copyright Date Ed: October 2, 1993
Pages: 124
Binding Information: Spiral-bound
Size: 6 ✕ 9 Inches (US)

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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