To assist you through this process, it's recommend that you prepare an Estate Planning Presentation Binder, consisting of point-of-sale support pieces that illustrate the estate distribution process, as well as various tools and techniques that can be used to minimize estate taxation. Materials can be assembled from the Estate Planning Adviser Guide.

You might also want to include a sample Estate Tax Calculation Report or Estate Analysis Report in your binder to illustrate the type of service you provide.

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