Resources

One-sheeter designed for financial advisors but useful for other professionals to recognize potential relationship, family, or asset ownership red flags for the clients. How to spot when it's time to reach out to a specialized estate planner licensed in the state your client lives. 

Learn to recognize major estate plan deficiencies in estate planning. A comprehensive review by a licensed attorney in your state is always preferable. State law varies widely and what is a deficiency in one state may be fine in another state.  

Provides a general overview of wills, trusts, power of attorneys, health care documents, and more. Geared towards clients but a helpful primer.