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EPS Module #3
Use the navigation to the left to find documents in the category that interests you.
- #3a: Newsletter - Selecting a Lawyer | Assembling Needed Information
- The third issue in this series of four newsletters lists the variety of information items that need to be assembled for meetings with the lawyer and other advisors and offers pointers on how to select these professionals.
- #3b: Booklet - Record of Estate Administration
- The culmination of an estate plan is the distribution of assets according to one's personal desires in the manner, time, and amounts prescribed. The third booklet in our series of four booklets offers a detailed record in which to document this vital information for use by those individuals who will be asked to fulfill the estate administrative duties.
- EPS | Module #3
- Select this item – the third of four modules featuring both the #3a Newletter and the #3b Booklet described above – at a reduced price.