Cowles: Practice Building Supplies
Estate Organizer Binder & Inserts (includes binder, contents, and tabs)
Present documents to your clients in professional binders containing straightforward, organized client documents, instructions, and information
Estate Organizer Inserts Only (includes contents and tabs - no binders)
Estate Organizer Binder Only (includes empty binder - no contents or tabs)
Estate Organizer Tabs Only (includes tabs - no binder or contents)
A Practical Guide to Estate Planning
Informational booklet about the benefits of estate planning for potential and existing clients, and referral sources.
A Guide for Administering the Revocable Living Trust
This guide covers what every trustee should know about administrative and tax requirements when a death occurs.
A Personal Tour Through Asset Transfers
Streamline your document signing appointment and the process of funding trusts using this valuable tool.
Document cover and envelopes
Use these covers and envelopes to add the professional touch to your documents.
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More about Cowles »Cowles Estates Practice System provides forms, checklists, and guides to draft wills, terminate trusts, and grow your estate planning practice.