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ADVISOR
PORTAL
GET ALL SET STREAMLINED ESTATE PLANNING WORKBOOK
How to complete the Get All Set Estate Planning workbook online
Questions and considerations to ponder before you fill out the Workbook.
Click this link when you are ready to complete the Workbook online with your client. It is 4 parts and will take approximately 30 minutes to complete.
MEETINGS
OTHER
The Fine Print
Funding Expectations
We fund real property, tangible personal property, and business interests as needed, and vehicles. All other funding is to be managed by the advisor and a funding guide for recommendations will be provided.
Portfolio Delivery
Final Portfolios may be picked up from our office or delivered to your office. We will mail binders to other addresses for a flat fee of $50.
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