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

​

​