EVENT CALENDAR

Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages.  In this case, however, it's not a present or gift, but a package of estate planning documents.  Most planners are familiar with preparing a group of documents - often called a "package" - that includes one or more testamentary documents plus two or more ancillary documents for incapacity planning.  This subscriber drafting webinar will focus on how to work with a group of documents in the program, and also how to set up standard document packages to improve efficiency.