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Setting Up Your Estate Plan Team for Success

Completing your estate plan documents is a good first planning step. Those documents appoint your team and gives them the authority they need. However, to be a success, the team will also need information about your affairs-an inventory of assets, liabilities, your professional team, etc. This video discusses how to set up your “instruction manual” for your team. Download a manual template by clicking hereJosie and Jonah are back in this one! Enjoy!  (Click on screen to play).