Legacy Planning Back Office
Watch Video To Learn about Everything Included in Your Estate Planning Back Office
How to refer families to begin the estate planning process.
MARKETING & EDUCATION
VIDEO SECTION
How To Avoid Probate With a Living Trust
What Are Spendthrift Protections?
The Wealth Transfer Storm Ahead
Power of Attorney Over Healthcare
Power of Attorney Over Finances
Will & Living Trust Differences
Child’s Special Needs Planning
What is Comprehensive Estate Planning?
What is an Asset Replacement Trust?
About Home Equity Reverse Mortgages
Email Marketing
Could Your Ex-Spouse Inherit Your Home?Did You Know, Estates Over____?Do You Have “Digital Assets”?Don’t Let Your Family Deal With ComplexitiesDon’t Leave a Legacy In The Hands of The StateDon’t Let The Gov’t Tell You What To DoEstate Planning, It’s Not Just For The RichEverybody Wants It, Everybody Needs ItProtecting Your Home? What’s Your PlanWho Are The Rightful Heirs (Blended Family)Who Will Care For Your Children, If You Can’t?Who Will Care For Your Pet When You Cannot?Your Mortgage Doesn’t Disappear When You DieAre You One Of The 63%?Don’t Leave Important Decisions To the StateI’d Love To Catch Up!Introduction to ServicesJust Like An Annual Physical…Updating Your Current Estate PlanWhat Happens When You Die Without A Will?
PRE & POST PLAN SERVICES
Inheritance Transfer App System
Post Plan Services
Trust Funding Services
Trustee/Successor Services
Client Guide: What it Means To Be a TrusteeEstate Closure: The Ultimate GuideNotifications: "For When I'm Not Here"
Deed Services
We help create new Quitclaim or Warranty Deeds. In most cases we can facilitate the recording of the Deed.Notary & Witness Services
Notary Assistance
On-line NotarySending Notary to client
Witness Services
On-line WitnessesSending Witnesses
About (UPL)
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