Advisors

Step 1: Preparing to Meet with Your Client

• Onboarding Video
• Marketing Materials
• Tools for your Estate Planning Interview
• Things to Avoid When Meeting With A Client
• Free Powers of Attorney (POA) documents
• Guru+ Appointment Resources

Step 2: Create the Plan

• Documents in the Estate Plan

• Our Estate Plan Packages
• Self-Service Link
• Response Summary
• Paying for the Estate Plan
• Shipping Status
• Understanding Married Separate Trusts

Step 3: Execute the Plan

• Email Template Confirming That Response Summary is Correct
• Email Template for Next Step Instructions
• Things to Avoid When Executing Your Documents
• For Advisors: Setting Up Client Users
• Executing the Estate Plan
• Uploading Your Signature Pages

Step 4: Fund the Plan

• Funding Your Living Trust
• Transferring Real Estate Into Your Trust
• Things to Remember When Assisting with Funding
• Manufactured Homes: Personal or Real Property?

Common Questions

• What happens when someone dies? How do I settle a trust?
• How do wills and trusts differ?
• What is Probate?
• How is probate affected by a revocable living trust?
• Whom do I list as beneficiaries?
• Why is the attorney recommending a Revocable Trust instead of a Will?

Using the Online Platform

• Client Dashboard Functionality
• How to Amend a Client's Estate Plan
• Client Shipping Report
• Advisor Portal Functionality
• Resetting your Password
• Completing the Financial Powers of Attorney