ESTATE PLANNING

Assessments

Estate Planning Needs Assessment

Assessment
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Financial Decision-Making Check-up

Assessment
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Financial Literacy Quiz

Assessment
The Needs Assessments identifies gaps in your estate planning efforts. The Financial Decision-Making Check-up and Financial Literacy Quiz evaluate the capacity of a team member to make sound financial decisions.

Planning Guides

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Writing A Will

Planning Guide
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Choosing the Beneficiaries of Your Assets

Planning Guide
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Dealing with Hard Assets

Planning Guide
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What is a Living Trust?

Planning Guide
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Letter of Instruction for Personal Property

Planning Guide
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How to Find Unclaimed Assets

Planning Guide
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Letter of Instruction for Personal Property

Planning Guide
These Planning Guides offer more in-depth insights into key aspects of estate planning.

Support Gear

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Key Conversation Principles And Practices

Conversation Guide
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Drafting And Managing Important Documents

Conversation Guide
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Important Documents

Checklist
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Build Your Team

Roster Builder
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Life Expectancy Calculator

Calculator
Additional supporting tools designed to inform and guide your estate planning activities.
Questions? Concerns? Ask Coach!
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