Helpful Resources
Videos, Guides, and Downloads for Current and Future Clients
Future Clients
Start here. These videos cover what to expect; from your first conversation with us through engagement and getting started.
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 and Payment
A walkthrough of the engagement agreement and how payment works.
Current Clients
Each video covers what to expect, what to look for, and what comes next as you move through the process.
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.
Learning Center
A library of short videos covering the most common estate planning topics. Watch them in any order, at any stage of the process.
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
PDF Guides
Downloadable guides to help you prepare, review, and serve as a resource at every stage.
Click any guide above to download. For personalized guidance, schedule a consultation.