Knowledge Base Resources
Utilizing these resources will also help you avoid UPL. Here are several links to some of our most popular client-facing resources.
For a more in-depth guide to Avoid UPL, review:
3 Basic Steps to Avoid UPL
STEP 1:
Have your client(s) sign a Client Estate Planning Agreement (see HERE for example).
STEP 2:
Have your clients complete the EncorEstate Plans questionnaire or input the information they provided from the questionnaire.
STEP 3:
Send and have your client(s) review the emailed summary of their Estate Plan.