[WSBAPT] Estate Plan Packaging

[Heather deVrieze]

I find binders cumbersome to clients. I used to buy the embossed Will envelopes and coversheets but they were truly too expensive for what they are. I also think that since only the Will was folded up in the envelope, clients tended to discount (lose) the other documents.  I have switched to a nice manila folder which matches my logo. I print a nice coversheet for the original Will with their name and fancy font “last will and Testament” together with my contact information. I present copies in a nice white bond envelope with “client copies of estate planning documents dated X/X/XXX” on one of my nice return address labels for larger packages.  Costs about an extra $3 per client package, but a nice blend of formal professional presentation while being easy to store and not too expensive.
[Oxford Design Monogram 2-Pocket Folders, Blue/Gold]

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D013C2.30F35160]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

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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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