Trusts & Estates

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Trusts & Estates

gifIrrevocable Trust Gifting Trust Sample

Download our sample gift trust and see how Wealth Docx® makes drafting gift trusts simple. Discover how a gift trust can help your clients transfer family wealth by holding and investing property for the benefit of family members in lower generations. Meet all your client’s needs with Wealth Docx’s drafting support and flexibility. On-screen help text provides clear directions, explaining the objectives and differences between the drafting options.


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