Resources

Real Estate

Sale Checklist

Prepare for your residential real estate sale with this checklist

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Real Estate

Purchase Checklist

Prepare for your residential real estate purcahse with this checklist

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Real Estate

Mortgage/Refinance Checklist

Prepare for your residential real estate mortgage/refinance with this checklist

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Estate Planning

Things to Think About Before Writing Your Will

The top things you should be focusing on to prepare for your future and create a plan for your family
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Estate Planning

Estate Planning Checklist of Documents

Use this checklist to gather information needed before writing your will

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Corporate

Shareholders Agreement - Items for Consideration

Getting into business with another party? Read through our things to consider first

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Corporate

Incorporation Questionnaire

Creating a corporation? You’ll need this information

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Estate Planning

Family Mission Statement

Families with Missions Thrive – Use this document to create one

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Estate Planning

Family Emergency Plan

Every family needs an emergency plan, use this document to create one

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Estate Planning

Personal Information and List of Documents

Use this document to summarize all your pertinent information
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Estate Planning

The Estate Planning Guide

Learn all about writing your Will and Powers of Attorney

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Estate Planning

Guardianship Directive

Use this document to plan guardianship provisions for your minor children

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Estate Planning

Will Memorandum

This memorandum can be a non-legally binding guide for your estate and personal property
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Estates

The Executor Guide

A Checklist and Guide for Executors

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Real Estate

Excel Real Estate Expense Worksheet

Use this document to track your real estate expenses

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Corporate

Annual Resolutions Questionnaire

Use this document to update your corporate minute book
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Corporate

The Business Guide

A guide to different business structures

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Corporate

The Corporate Guide

A guide to understanding corporations and their requirements

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Corporate

Corporate Information Sheet

A summary of your corporation
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Estate Planning

Excel Budgeting, Asset and Liability Summary, Digital Assets Record Keeper

Use this Excel sheet to track your assets and your passwords

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