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Preview the client brochure "You Are the Fiduciary"
You Are the Fiduciary: A Brochure for Individuals Named as Executor or Trustee (50 per pkg)
You Are the Fiduciary: A Brochure for Individuals Named as Executor or Trustee (50 per pkg)
Part of a popular series of seven user-friendly brochures designed to help educate your clients about the estate planning process, these brochures have all been entirely revised and updated to reflect current law. The seven different titles in the series are written by attorneys with extensive experience in estate planning and administration.
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See all seven titles in this series
You Are the Fiduciary: A Brochure for Individuals Named as Executor or Trustee is part of a series of seven, user-friendly brochures to help educate your clients about the estate planning process. This popular series of client brochures, published by the American Bar Association Section of Real Property, Trust and Estate Law, has been entirely revised and updated to reflect current law.The brochures are written by attorneys with extensive experience in estate planning, taxation, and estate administration.
Use these brochures at the beginning of the planning process to provide general information to your client so you can concentrate on their specific situations and concerns, allowing you to spend less time explaining basic terms and concepts.
These brochures are:
- Client-friendly explanations of a key aspect of the planning or administration process
- Not jurisdiction-specific
- Designed to supplement or take the place of costly and time-consuming client letters and memoranda
- Available in packages of 50 brochures for each title – seven titles in the series
Other brochures in the series:
- Estate Planning: Getting Started - Wills and Other Dispositive Techniques
- Revocable Living Trusts
- You Are the Fiduciary: A Brochure for Individuals Named as Executor or Trustee
- Planning with Retirement Benefits: General Information for Plan Participants
- Power of Attorney
- Advance Health Care Directives: Living Wills and Health Care Proxies
- HIPAA and You: Accessing and Protecting Your Medical Information
Product Details
Sponsors
Section of Real Property, Trust and Estate Law
Publishers
ABA Book Publishing
ISBN
9781641052603
Page Count
16
Product Code
5431041
Trim Size
7 x 3 Saddlestitch
Publication Date
8/31/2018 12:00:00 AM
Resources
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Revocable Living Trusts (50 per pkg)
Power of Attorney (50 per pkg)
Estate Planning: Getting Started (50 per pkg)
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