Thomson Tax & Accounting has introduced an estate-planning notebook organizer that accountants can send to their clients as gifts.
LifeRecords is a binder with sleeves for holding important financial documents and estate-planning records. A companion CD explains to the client how to compile materials and keep them up to date.
The $39.95 product can help accountants show clients the extra value they place on the relationship. The organizer can also help clients avoid estate settlement delays due to incomplete accounting of assets, and reduce the potential for misunderstandings and conflict amongst beneficiaries.
For more information, visit
