Custom Plan Design Summaries

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Custom Plan Design Summaries to illustrate how the estate will play out upon the passing of the clients

A static flowchart that illustrates how the estate plan is set up, what happens when the client (or spouse/partner passes) and how the contingent beneficiaries will receive the estate upon passing of the surviving person.  Complete will all the necessary information such as trust provisions, executors, trustees, agents and guardians.  The perfect guide to understanding the estate plan.