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Appointment Guide: How to prepare for the estate planning meeting.


Client Disclosure Document: For use when taking payment.

Estate Guru Website: About Our Partners

Support Center: Our Support Website has information on starting, completing, executing and funding the trust.

Estate Planning 101: Educational information about Estate Planning.

Estate Plan Navigator One Pager: Flyer to Share with others


Metro Funding Group Side Deck Presentation: A Living Trust. Should Everyone have One?

Estate Planning Seminar Slide Deck: Estate Guru estate planning presentation 

Trust 101 video: What is a Living Trust & What are the Benefits? (Third party support video)

Sub Trusts and how they work with Age Based Distributions can be found in this document: Sub-Trust and Age-Based Distributions

Metro Funding Group Portal: Estate Plans

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