Helpful Resources
Videos, Guides, and Downloads for Current and Future Clients
Getting Started
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.
Process Guide
Each video covers what to expect, what to look for, and what comes next as you move through the process.
Coming SoonWhen You Receive Your First Draft
What you need to know about reviewing your draft and providing us feedback.
Coming SoonSigning Your Documents
A walkthrough of the signing process and what you need to keep in mind.
Coming SoonLiving 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.
Coming SoonWhat Is a Living Trust
Coming SoonWill v. Trust: What's the Difference
Coming SoonOther Estate Planning Documents
Coming SoonChoosing Successor Trustees
Coming SoonStructuring Distributions
Coming SoonCreative Planning Options
Coming SoonSpecial Needs Beneficiaries
Coming SoonBlended Families
Coming SoonSeparate and Community Property
Coming SoonAll About Real Estate and Taxes
Coming SoonGiving a Right to Reside in Property
Coming SoonPlanning 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.