Work With Mark
Want to help your clients get their house in order? Start here.
The 25 Documents You Need Before You Die
This article describes the documents you need.
Our printable check list you can use with your clients.
Estate Planning Documents
Access to key planning documents.
Explanation of Documents
Understanding the key planning documents.
Where’s That Directive?
Having a directive is important, here’s why.
Horror Stories: Not having a will
Why you need a will, one that’s up to date.
Famous people who died without a will.
Client Conversation Guide
What to say and how to say it.
HIPAA Fact sheet
Did you or your clients need a quick HIPAA review?
Additional Forms to Consider
These forms may be used depending on the circumstances.