Software & HardwareTHE ‘O’ WORD
With tax season behind you, probably the last thing you’re interested in hearing about is a new kind of organizer. Bear with us, though, because PPC’s new LifeRecords organizer isn’t about getting your clients’ tax returns in order — it’s about getting their lives in order. This deluxe notebook is designed to gather together all of a client’s important estate and financial information; it comes with sleeves for special financial documents and estate planning records, as well as a CD that makes it even easier to make sure that all the necessary information is included. As a gift for clients, it can help demonstrate your commitment to keeping their affairs in good order — and it may even speed up the settlement of an estate.
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