[WSBAPT] Estate Plan Packaging

[Jim Doran]

Of course.  

 

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 Katharine P. Bauer
Sent: Friday, April 24, 2015 2:56 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Estate Plan Packaging

 

In blue covers... Stapled

On Apr 24, 2015 2:50 PM, "Jim Doran" <jim at doranlegal.com <mailto: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 <tel:%28360%29393-9506> 

 <mailto:jim at doranlegal.com> jim at doranlegal.com

www.doranlegal.com <http://www.doranlegal.com> 

 

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  [mailto: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 <mailto: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 <tel:425-496-7495>  | Fax: 425-523-3984 <tel: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> 


_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com <mailto:WSBAPT at lists.wsbarppt.com> 
http://mailman.fsr.com/mailman/listinfo/wsbapt

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150424/050a4c9f/attachment.html>