The Beneficiary Directory Workbook is designed exclusively for advisors that want to work directly with their clients in helping them implement their own Beneficiary Directory. The layout and design of the Beneficiary Directory Workbook matches the companion hardcover book, and is a valuable resource that only you, the financial/estate advisor, can offer your client. The Beneficiary Directory Workbook takes just the forms included in the hardcover book and reproduces all 16 pages in a convenient 8/5” x 11” format, making it easy for you to introduce and guide your clients though the implementation process.
  • 16 pages plus cover, saddle-stitch binding
  • Clear and uncomplicated
  • Comprehensive forms and checklists
  • For Financial and Estate Planners, Attorneys and Health Care Advisors to use with clients