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Trusts & Wills

Initially Revocable Trusts and Wills for Individuals and Couples.

Irrevocable Trusts

Initially Irrevocable Trusts.


A “Virtual Estate Planning System” for a cloud based solution and client interactivity.

Binders & Tabs

Estate Planning “Presentation” Binders with Tabs or Business Records “Presentation” Binders.

Tab Sets (only)

Tab Sets (alone) for Estate Planning Binders.

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The Free Trial gives you the opportunity to try out all functions in our Trust & Wills template set.

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All purchases (other than presentation binders and/or tabs) are by download; binders and/or tabs will be shipped via UPS within two business days from the date of the order. All purchases may be returned within thirty (30) days for an unconditional full refund.