Business Multi 50 pack - The ESSENTIAL ESTATE SUMMARY

PACK OF 50

The Essential Estate Summary is a low-cost solution to marketing your firm, whilst also delivering benefit and value to your customers.

The 40-page booklet assists your clients to create a record of their estate in a simple, guided format.

The completed document will assist your client's Executor or those assisting with the administration of Power of Attorney or Advanced Care Directives.

The Essential Estate Summary covers topics such as Finance, Insurance, Personal Medical Information, Subscriptions (online & physical), Memberships and Funeral Arrangements, amongst others.  

The booklet has been designed for lawyers, accountants, financial planners to add value to the services that they provide and to market their business.

 The Essential Estate Summary may assist your practice with:

• Referral generation helping to set your firm apart in your client's discussions with family and friends.
• Draw Executors back to your firm – promoting your firm at the time the Executor needs your assistance
• Support your discussions with clients providing opportunities to highlight other services you offer            
• Save time and improve the efficiency of your estate administration service – providing easy access to key information saving your staff time and improving efficiency.

The booklet consists of a colour gloss cover with black & white interior of matt paper, suitable for writing, typeset in a larger font to assist older clients.

Pages are numbered ‘1 of 40’ etc, to provide additional security enabling easy identification if any pages have been removed.

Proudly designed and printed in Australia supporting local jobs. Printing is completed using Greenhouse Friendly Fresh Zero Carbon Neutral and FSC Mixed Source Paper and world's best practice ISO 14001 Environment Management Systems.