Trusts & Estates
Trusts & Estates
Wealth Docx: Health and Education Exclusion Trust (HEET) Drafting Preview
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 drafting preview 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 like how WealthCounsel can simplify drafting in your practice.
Topics
Complete The Form To Get Your Free Download
Related Resources
WealthCounsel Document Templates - Trusts & Estates Professional Membership
This document showcases what is included with a WealthCounsel Trusts & Estates Professional membership to help you decide whether this membership option is best suited for your firm.
Learn More
WealthCounsel Document Templates - Elite Membership
This document showcases what is included with a WealthCounsel Elite membership to help you decide whether this membership option is best suited for your firm.
Learn More
WealthCounsel Document Templates - Essential Membership
This document showcases what is included with a WealthCounsel Essential membership to help you decide whether this membership option is best suited for your firm.
Learn More