These documents are great resources as you assist your clients with their estate planning needs. “Estate Planning 101”, "BUSINESS PLANNING 101" and “5 Key Decisions” combined with a questionnaire will help educate your clients on estate planning and prepare them to complete our online questionnaire.
These documents are instructions intended to guide a successor trustee, guardian or power of attorney as they navigate their responsibilities.
These sample letters provide a way to contact your client's Successor Trustees, Guardians and Powers of Attorney to inform them of their responsibilities. Combine the letter with the instructions above and a signed copy of your client’s coordinating estate planning documents. Be sure to get your client's approval before sending the packet.