Product Comparison Chart

Product Comparison

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Wills and Codicils

DocumentEssentialsWealth TransferElder Law
Essential WillX
Wealth Transfer Traditional WillX
Wealth Transfer Contemporary WillX
Elder Law WillX
CodicilXXX

Revocable Trusts

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Irrevocable Trusts

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Ancillary Documents

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Trust Administrative Documents

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Marital Agreements

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General Agreements

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Memos & Client Communications

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Business Planning

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