GETTING STARTED
Required Training Videos, FAQs, Onboarding and Implementation
5 articles
PRICING & PRODUCTS
Pricing, Product Info, Deed Transfers, Plan Stages/Levels
6 articles
CLIENT-FACING RESOURCES
Plan Questionnaires, Meeting and Marketing Resources
4 articles
TRUST FUNDING & PLAN UPDATES
Funding the Trust, Updating or Making Changes After Executing the Plan
9 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
26 articles
AVOIDING UNAUTHORIZED PRACTICE OF LAW
Understand Your Limitations in Estate Planning
1 article
ADMIN RESOURCES
How-To Instructions for Admin-Users
1 article
INTEGRATIONS & PARTNERSHIPS
Leverage Our Industry Relationships & Your Tech Stack
2 articles