Trusts & Estates
Begin with the End in Mind: Asset Tracking as a Key Element to Any Estate Planning Maintenance/Updating Program
One of the most important services a firm can provide in any updating program is to actually update or track the assets that will be passed on death. Most discussions surrounding maintenance programs focus on “updating documents” and asset tracking is given little, if any, attention. This article will discuss “asset tracking” as the critical service to be provided in any estate planning updating program.
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Trustee Manual Sample Document
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