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Immediate vs Springing Power of Attorney
The key difference between an immediate power of attorney and a springing power of attorney lies in when they become effective.
Katie Noles
1 min read


HEMS: A Simple Guide
What are HEMS?
Katie Noles
2 min read


Trust-Based Estate Plans vs Will-Based Estate Plans: Deciding Factors Your Clients Should Consider
Business owners should pay careful attention to Control, Privacy, and Continuity of Business Affairs.
Advisors EP Support
2 min read


Multiple Trustees Acting Together
A review of the advantages and disadvantages of multiple trustees working together.
Katie Noles
3 min read


Why the Same Person Fulfills Three Roles
Why do we default to the same individual serving as- Power of Attorney, Executor, and Trustee?
Katie Noles
3 min read


Features in Our Trust Based Estate Plan
Here you can review the standard and additional features found in all of our Trust-Based Estate Plans.
Katie Noles
2 min read


Introduction to Estate Planning
This is a one page description for clients with insights to consider for the 5 primary questions they will need to consider...
Katie Noles
2 min read


What's in a Trust-Based Estate Plan?
Learn more about a Revocable Trust Based Estate Plan and how the documents within the plan work together.
Katie Noles
2 min read


Client Disqualification Questions
We have several disqualification questions at the beginning of the estate planning process, learn more about these here.
Advisors EP Support
1 min read


Content for Your Website - Estate Planning Services
Looking for an easy to digest explanation of estate planning services for your website? Look no further- use this sample or create your own!
Advisors EP Support
2 min read


What You Need To Know About Probate
Understand the pros and cons, and the probate process. Plus, how to avoid it by using an alternative type of estate plan, a revocable trust.
Advisors EP Support
3 min read


I've moved states. Do I need to update my Trust?
For adults, "moving" means more than simply moving your belongings. Check here to see if you should consider updating your estate plan.
Advisors EP Support
1 min read


How the Documents in a Trust Based-Estate Plans Work Together.
This quick video explains how the documents in a Trust-Based Estate Plan work together. (3 min.)
Advisors EP Support
1 min read
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