[WSBAPT] Estate Plan Packaging
Jim Doran
jim at doranlegal.com
Fri Apr 24 14:48:28 PDT 2015
A large nice envelope with a list of the documents on its face seems to do the trick.
James R. Doran
Attorney at Law
100 E. Pine Street – Suite 205
Bellingham, WA 98225
(360)393-9506
<mailto:jim at doranlegal.com> jim at doranlegal.com
www.doranlegal.com
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Ashley Raymond
Sent: Friday, April 24, 2015 2:22 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Estate Plan Packaging
I'm wondering how everyone presents their estate plan documents to clients. Up to now, I've been putting them in faux leather binders that say "Estate Planning Portfolio" on the spine, with tabs for each section. This looks nice, but I think many clients prefer something less bulky.
Ashley Raymond, J.D., LL.M.
Ashley Raymond, PLLC
651 Strander Blvd., Ste. 215
Tukwila, WA 98188
Ph: 425-496-7495 | Fax: 425-523-3984
ashley at ashleyraymondlaw.com <mailto:ashley at ashleyraymondlaw.com>
Website <http://ashleyraymondlaw.com> | Facebook <http://facebook.com/ashleyraymondlaw> | Linkedin <http://linkedin.com/in/ashleyr> | Avvo <http://www.avvo.com/attorneys/98188-wa-ashley-raymond-1441776.html>
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