“Righting” Your Book

Want to help your clients get their house in order? Start here.

The 25 Documents You Need Before You Die

The 25 Documents You Need Before You Die

This article describes the documents you need.
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The Checklist

The Checklist

Our printable check list you can use with your clients.
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Estate Planning Documents

Estate Planning Documents

Access to key planning documents.
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documents-blue

Explanation of Documents

Understanding the key planning documents.
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Where’s That Directive?

Where’s That Directive?

Having a directive is important, here’s why.
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Will

Horror Stories: Not having a will

Why you need a will, one that’s up to date.
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Last Will& Testament

10 Examples

Famous people who died without a will.
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Client Conversation Guide

Client Conversation Guide

What to say and how to say it.
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HIPAA Fact sheet

HIPAA Fact sheet

Did you or your clients need a quick HIPAA review?
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Additional Forms to Consider

Additional Forms to Consider

These forms may be used depending on the circumstances.
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