Resources

Facilitation

10 things to consider when making your estate plan

This document provides the 10 things you need to consider and the decisions you need to make when preparing your estate plan
Estate planning checklist

This document flows from the personal estate planning audit form and identifies the key issues that need to be addressed
Business succession checklist

This document flows from the business succession audit form and identifies the key issues that need to be addressed

Personal estate planning audit form

This unique discovery document allows for a complete audit of a client’s personal estate planning position including family tree, legal structures flowchart and funding needs
Business succession audit form

This unique discovery document allows for a complete audit of a client’s business succession position including business family tree, legal structures flowchart and funding needs
Personal estate planning issues report

This document provides information on all the issues identified in the personal estate planning audit process and uses the estate planning checklist to complete an action plan with who, how and what needs to be done
Business succession planning issues report

This document provides information on all the issues identified in the business succession audit process and uses the business succession checklist to complete an action plan with who, how and what needs to be done
Real manager client workbook

Our client workbook provides instructions on how to compile and complete the real manager manual which stores and tracks all the important documents and gives direction to those left in charge

Why is estate planning important?

This document helps educate and explain why estate planning is important and what the facilitation process looks like
Why is business succession planning important?

This document helps educate and explain why business succession is important and what the facilitation process looks like
What is a testamentary trust

This document explains what a testamentary trust is and provides examples of how they work and who may benefit from them
What is a buy/sell agreement

This document outlines how a buy/sell agreement works for business owners and what can happen when one is not in place

Personal estate planning facilitators guide

This document is provided as part of our personal estate planning training program and is a complete guide to our 7 step process and how to use the relevant tools provided
Business succession planning facilitators guide

This document is provided as part of our business succession training program and is a complete guide to our 7 step process and how to use the relevant tools provided
Personal estate planning technical guide

This document is a comprehensive guide to all the legal aspects of personal estate planning
Business succession planning technical guide

This document is a comprehensive guide to all the legal aspects of business succession planning