Health and Education Exclusion Trust (HEET) sample download from Wealth Docx

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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 like how WealthCounsel can simplify drafting in your practice.