Systems and Workflows
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Systems and Workflows
Adding Maintenance Elements to the Estate Plan Checklist
By: Ruth Ryan-Cruz, Esq.
Take this opportunity to revamp your checklist and include the suggested points to provide your clients with estate plan tune-ups; keep yourself and your clients in control of their estate plan with regular maintenance!
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Related Resources
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Trusts & Estates
A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It!
The law changes of 2010 and 2011 provide a unique opportunity for the estate planning firm to transform the way estate planning is done.
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Trusts & Estates