“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2025” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

“Top 40 Tax Planning Opportunities for 2024” by Robert Keebler, CPA & Peter J. Melcher, J.D.

Ultimate Estate Planning Client Meeting Forms Bundle Package

Living Trust Forms Bundle Package

Estate Planning Forms Bundle Package

Estate Administration Forms Bundle Package

Estate Planning Client Questionnaires (3 Versions)

Estate Planning Questionnaire (New Client)

Living Trust: Owner’s Manual Inserts & Coverpages

Living Trust: Client Intake Form for Drafting Plan

Estate Planning Acknowledgement of Information Given

Living Trust: Drafting Notes Summary Page

Living Trust: Full Color Flow Charts

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

Acknowledgement of Information Given for Portability

Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form

Living Trust: Trust Identification Card

Co-Trustee Potential Conflict of Interest Disclosure & Consent

Divorce Checklist for Estate Planning Clients

Estate Planning Questionnaire (Client with Trust/Existing Client)