[WSBAPT] Estate Plan Packaging

[Katharine P. Bauer]

In blue covers... Stapled
On Apr 24, 2015 2:50 PM, "Jim Doran" <jim at doranlegal.com> wrote:

> 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
>
> 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
>
> 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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