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CLIENT-FACING RESOURCES
Plan Questionnaires, Meeting and Marketing Resources
4 articles
Client Meeting Resources
Client Signing Video, Review Meeting Material, and Handoffs to a Local Attorney.
How the Documents Work TogetherUse this helpful PDF to visualize and better understand how the documents work together within a Trust-Based Estate Plan.
Client Marketing Resources
Resources regarding your Estate Planning offerings. Submit to Compliance for review and approval prior to use if required.
Introduction to Estate Planning: Client-Facing VideoWhy you need an Estate Plan and what the process entails.