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 firstname.lastname@example.org 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.