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  1. e-State Planner
  2. Estate Planning
  3. Initial Gifts

Initial Gifts

  • Pooled Trusts
  • Gift Trustees
  • Beneficiary: Trustee Selection
  • Initial Gifts Overview
  • Create a Specific Asset Bequest
  • Create a Cash Legacy
  • Create a Pet Gift
  • Gifting General Personal Effects
  • Create an Option to Purchase
  • Edit/Remove an Initial Gift
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