Impress legal and tax advisers with the financial industry's most extensive specimen documentation system! Now with 1,542 documents (including narrative highlights that simplify each concept), Documents On The Net™ (DON), a web-based application, includes every buy-sell, COLI, split dollar, estate, charitable, and trust document imaginable!
Documents On The Net™ contains 1,542 specimen documents organized in 233 document sets. In addition, the system contains 68 Flow Charts.
Note: A disk-based System named Documents On A Disk™ is also available.
Important Notice
The material in Documents On The Net™ is presented as a general guide, and specific legal and tax evaluation is required on every aspect of every plan prior to implementation. The specimen documents are not designed as fill-in-the-blank forms. Any document that appears to apply to a given situation must be reviewed and approved by a taxpayer’s own legal and tax counsel.
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