Advisors

Assisting with Funding

• Advisor Resources
• Things to Remember When Assisting with Funding

Signing Documents

• Executing the Living Trust
• Things to Avoid When Executing Your Documents

Using the Online Platform

• Advisor Portal Functionality
• Client Dashboard Functionality
• Client Shipping Report
• Resetting your Password
• Completing the Financial Powers of Attorney
• Things to Avoid When Meeting With A Client

Estate Planning Interview

• What to Expect During Your Estate Planning Interview?