Give your clients a personalized Final Wishes guide with your name on contact info on it. This is a 15 page final wishes document. We also include a personalized cover letter and the “12 things an executor must do” document that is also personlized with your information.
We personalize this final wishes planner for you and send you the PDF file to print at you home office or a professional printer.
Ideal for providing clients with a printed copy after you close a sale or send in an email or through social media.
This is the electronic file only. We do not provide the printed document.