Smith Family Estate Plan Portfolio

The Smith Family Estate Plan Portfolio is an example of what an Estate Plan for a married couple would look like.

You may ‘browse around” these documents by entering a page number of your choice below as indicated by the red arrow above to see that page or pages of the Estate Plan Portfolio:

Here are a few examples:

1) Page 3 to see the Index of all sections of the Portfolio

2) Page 31 to see how the beneficiaries are listed

3) Page 162 to see how to “fund” assets into your Trust

So, take some time an look around for yourself!