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Wealth Docx Health and Education Exclusion Trust (HEET) Sample

Wealth Docx Trusts, Educational, HEET,

Grandparents commonly request to include provisions for their grandchildren’s education in their estate plans. One way to achieve those goals for your clients, and include charitable giving, is through a Health and Education Exclusion Trust (HEET).

Download WealthCounsel’s sample HEET today to see what a document drafted with Wealth Docx® looks like. You’ll also get a sense of what you could be providing your clients. We think you’ll like what you see and you’ll...

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