This manual is a basic and practical primer for the new estate practitioner or the GP who handles some estate planning work. Learn how to evaluate a client’s goals and determine what estate planning document will best serve their needs.
Summary of Contents:
How To Draft A Simple Will; What is a “simple” Will?; Relevant Provisions of the PEF Code How Do You Get Started?; Gather the Data; Organization of a Basic Will; Internal Integration (Safety); Witnesses; Execution Procedures; Document Safekeeping; Appendix
Number of Pages: 98