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Helper's Handbook (Download Entire Handbook)

Table of Contents

1. Master Table of Contents

Tab One  -  Lifetime Support Solution (Download Entire Tab)

• Table of Contents
  1. Team Roster
  2. Lifetime Support Solution (white)
  3. Update Teleconferences
  4. LifeSpan™ Amendment Process Arrow
  5. Funding Review Process Arrow
  6. Sample Asset Review Report
  7. Sample Estate Planning Review Report

Tab Two  -  Continuous Commitment Compact™ (Download Entire Tab)

• Table of Contents
  1. The Commitment Clarifier™
  2. Law and Client Commitments
  3. Client Service Plan
  4. The Ideal Week™
  5. The Continuous Commitment Compact™
  6. Succession Agreement

Tab Three  -  Empowered Legacy Approach™ (Download Entire Tab)

• Table of Contents
  1. Married Design Template
  2. Single Design Template
  3. Disability Determination Developer™
  4. Personal Planner Protection
  5. Two Way Street
  6. Trust Protection Spectrum
  7. The Trustee Customizer
  8. Client Letter of Instruction to Health Care Representative
  9. Final Arrangements
  10. Memorandum for Distribution of Tangible Personal Property

Tab Four  -  LifeSpan™ Planning Process (Download Entire Tab)

• Table of Contents
  1. Definition of Estate Planning
  2. LifeSpan™ Planning Pyramid
  3. LifeSpan Wisdon "W"
  4. Three-Step Strategy
  5. Plan Development Navigator
  6. LifeSpan™ Learning Solution "T"
  7. LifeSpan™ Legacy Program Spider (Pillars)
  8. LifeSpan™ Transfer Process Navigator (Taxable)
  9. LifeSpan™ Transfer Process Navigator (Non-Taxable)
  10. Investment Selector Practice Evolver
  11. Settlement Agreement Chartered
  12. Engagement Letter

Tab Five  -  LifeSpan Process Arrows™ (Download Entire Tab)

• Table of Contents
  1. Funding Review Process Arrow™
  2. LifeSpan Amendment Process Arrow™
  3. LifeSpan Personal Counselling Review Process Arrow™
  4. LifeSpan Personal Advanced Counselling Arrow™
  5. LifeSpan Disability Process™
  6. LifeSpan Medicaid Process™
  7. LifeSpan Terminal Illness Process™
  8. Property Transfer Procedure After Disability
  9. Property Transfer Procedure After Death
  10. Common Concerns

Tab Six  -  Nut’s ‘N Bolts Trustee Training Program™

• Table of Contents

Tab Seven  -  Introduction to Wealth Reception Planning™

• Table of Contents

Tab Eight   -  Memoranda / Correspondence / Newsletters

• Table of Contents

Client Update Programs (CUP)

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Annual Family Reunion   (AFR / Lifespan)

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Empowered Legacy Class

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Nuts & Bolts Class I

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Nuts & Bolts II

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Social Activities with Clients

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