Client Resources
Videos, guides, and tools to help you understand.
Getting Started
Essential videos for new and future clients.
Preparing for Your Intake Discussion
A general overview of what to expect during your intake discussion.
Unique Planning Topics
An overview of special considerations like blended families and business ownership.
Engagement Agreement and Payment
A clear walkthrough of our engagement terms and how the simple payment process works.
Your Process Guide
Reference videos to guide you through each step of your living trust journey.
When You Receive Your First Draft
What you need to know about reviewing your draft and providing us feedback.
Signing Your Documents
A walkthrough of the signing process and what you need to keep in mind.
Living with Your Trust
Everything you need to know after signing, from funding your trust to keeping it up to date.
Estate Planning Education
Educational videos to help you understand estate planning concepts.
What Is a Living Trust
Will v. Trust: What's the Difference
Other Estate Planning Documents
Choosing Successor Trustees
Structuring Distributions
Creative Planning Options
Special Needs Beneficiaries
Blended Families
Separate and Community Property
All About Real Estate and Taxes
Giving a Right to Reside in Property
Planning for Business Owners
Downloadable Guides
Helpful resources you can download and reference anytime.
Click any guide above to download. For personalized guidance, schedule a consultation.