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Use the Estate template to describe the assets of an estate such as real estate, stocks and bonds, bank accounts and certificates of deposit and other valuables. You may need to provide contact information for heirs, explain when an auction will be held or when assets will otherwise be distributed.
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Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.Related Chapters:
A proper business proposal will include multiple chapters. This is just one of many chapters that may be included in your proposal. The complete fill-in-the-blank template is included in our Proposal Pack template collections. A variety of sample proposals illustrating how companies in different industries both large and small have written proposals using our Proposal Packs are also included. This template will show you how to write the Estate.
A wide variety of chapters are included and are intended to be picked based on your needs. All proposals are different and have different needs and goals. Pick the collection of chapters from our collection and organize them as needed for your proposal. Recommendations and samples provided are only intended as general guidelines.
Using the Proposal Pack template library you can create any kind of business proposal, report, study, plan or document such as these
Writing the Estate document
Use this template to describe the assets of an estate. Introduce the purpose of this document here and then list assets below. If the estate is large you may need to add more categories or subheadings. If the estate is small you may need to delete some of those headings shown below. Real Estate Property #1 e. g. " Hillside Court" or " acres Skagit County farmland" Add details here. description value name of specified heir if Property #2 Add details here. Stocks and Bonds
Investment #1 e. g. " shares Good U Fund" Add details here. description liquidity value name of specified heir if Investment #2 Add details here. Investment #3 Add details here. Bank Accounts and Certificates of Deposit Account #1 e. g. " Mutual Bank Savings Account" or " CD at Mutual Bank" Add details here. liquidity value name of specified heir if
Account #2 Add details here. Account #3 Add details here. Other Valuables Other valuable #1 e. g. " Original Picasso Painting " " Antique Sideboard " " head of Angus cattle" Add details here. description location value name of specified heir if Other valuable #2 Add details here. Other valuable #3 Add details here. Add summary statement here. For example you may need to provide contact information for heirs explain when an auction will be held or when assets will otherwise be distributed.
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A Document from Proposal Pack
The editable Estate template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.