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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.
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The Checklist
Our printable check list you can use with your clients.
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Estate Planning Documents
Access to key planning documents.
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Explanation of Documents
Understanding the key planning documents.
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Where’s That Directive?
Having a directive is important, here’s why.
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Horror Stories: Not having a will
Why you need a will, one that’s up to date.
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10 Examples
Famous people who died without a will.
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Client Conversation Guide
What to say and how to say it.
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HIPAA Fact sheet
Did you or your clients need a quick HIPAA review?
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Additional Forms to Consider
These forms may be used depending on the circumstances.
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