FINANCIAL PROFESSIONALS RESOURCES

We appreciate financial professionals who trust us to take care of their client’s estate planning needs. We understand that estate planning is an important part of building a strong financial foundation. We have created the following resources, documents and sample letters to help you assist your clients and the people named in their documents. Questions? Contact Jim at [email protected] or call 801-656-7137.

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 or 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.