GETTING STARTED & FAQs
First Plan FAQs and Onboarding Resources
5 articles
PRICING & PRODUCTS
Pricing, Product Info, Deed Transfers, Plan Stages/Levels
6 articles
CLIENT-FACING RESOURCES
Plan Questionnaires, Meeting and Marketing Resources
5 articles
TRUST FUNDING & PLAN UPDATES
Funding the Trust, Updating or Making Changes After Executing the Plan
10 articles
PLANNING KITS
Death, Divorce, Incapacitation, Trust vs Will, and New Plan Kits
1 article
EDUCATIONAL RESOURCES
Videos and Articles - Estate Planning Basics Great Advisors Should Know
28 articles
AVOIDING UNAUTHORIZED PRACTICE OF LAW
Understand Your Limitations in Estate Planning
1 article
INTEGRATIONS & PARTNERSHIPS
Leverage Our Industry Relationships & Your Tech Stack
2 articles