Education | Rehberg Law Group

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Our Videos

Other educational videos found here and our YouTube Channel

Trust Splits

A Guide Through The Law Change - 2025 Washington Estate Tax

Estate Planning Tools

Preparing For Your Initial Planning Meeting

Top Ten Estate Planning Mistakes

Planning Options for Married Couples

Can You Control From The Grave/Incapacity?

Administering Credit Shelter Trusts

What To Do When A Loved One Dies

General Resources

Writable PDFs and explanations for a successful estate planning experience

Initial Estate Planning Questionnaire (Writable)

Estate Questionnaire (Writable)

Things To Do When A Death Occurs

Check-Up Meeting Questionnaire (Writable)

Wills vs Trusts Explanation

Example of "Notice of Trust Existence"

Initial Business Planning Questionnaire (Writable)

Trust Reimbursement Packet

Example of "Annual Report to Beneficiaries"

Receipt of Distribution

Brochure Downloads

SeaTac Office Direction

Bellevue Office Directions

Fiduciary Services Info

Annual Reports to Beneficiaries

Special Needs Trust Info

Notice of Existence of Trust

Estate Planning Info

A Helping Hand When A Loved One Dies

Education

18000 International Blvd, Ste. 350 SeaTac, WA 98188

40 Lake Bellevue Drive, Ste 100, Bellevue, WA 98005

Phone 206.246.8772 | Toll Free 877.246.8772 | Fax 206.686.6042

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