Estate Planning

oThe following screens in the following documents will produce graphic elements and stop exporting to a word processor:

oClient Communications -- EP05

oC1.2=1

oC1.4=1

oC1.1=1 AND O28.1=1

oC1.3=1 AND O29.1=1

oC1.6=1 AND N99.4 is not blank

oC1.7=1 AND N99.4 is not blank

oPrepare Documents -- EP06

oNone

oDiagrams For Client -- EP10

oCannot export

oGift Tax Return -- EP25

oCannot export

oIrrevocable Trust -- LI03

oO305.1=1

oMiscellaneous Documents -- LT03

oC1.1=1 AND O24.7=0

oEstate Tax Projections -- PR03

oCannot export

oPowers Of Attorney -- PW03

oC17.2=1 AND O13.1=1

oRevocable Trust -- RE03

oO305.1=1

oSplit Dollar Agreements -- SP03

oNone

oWill -- WI03

oO112.1=1

oO392.1=0