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 & Trust Administration Disclosure Form

Estate Planning Questionnaire (Client with Trust/Existing Client)

Trustee Duties Upon Trust Funding Acknowledgement

Estate Administration Fee Agreement

Estate Administration Acknowledgement of Information Given

Checklist for Reviewing Another Attorney’s Trust

Estate Planning Client Agreement to the Presence of Others at Meeting

Acknowledgement of Information Given for Trustee Notification

Estate Administration Client Agreement to Presence of Others at Meeting

Estate Planning Engagement Letter

“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2024” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

The A to Z Guide to Seminar Marketing for Estate Planners

“SECURE Act 2.0” White Paper Bundle Package

How to Successfully Market an Estate Planning Practice by Philip J. Kavesh

Roth IRA Conversion Decision Chart 2024