Resources

The 25 Documents You Need Before You Die

This article describes the documents you need.

The Checklist

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.

10 Examples

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.

This is the Year to Get Your House in Order!

Submit this article to your local newspaper or email it to your clients.