Skip to main content
Submit a request
Sign in
e-State Planner
Estate Planning
Initial Gifts
Initial Gifts
Ordering Initial Gifts
RESP Clause
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