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RLG Resources

Everything you need for a successful estate planning meeting in one, easy to find place.

Document with Pen

Questionnaires

General Resources

Initial Estate Planning Questionnaire (Writable)

Wills vs Trusts Explanation

Check-Up Meeting Questionnaire (Writable)

Trust Reimbursement Packet

Initial Business Planning Questionnaire (Writable)

Things To Do When A Death Occurs

Estate Questionnaire (Writable)

Brochures

SeaTac Office Direction

Bellevue Office Directions

Estate Planning Info

Remote Meeting Packet

Fiduciary Services Info

Tax Planning Info (Coming Soon)

A Helping Hand When A Loved One Dies

Special Needs Trust Info

Video Conference

RLG Videos

Estate Planning Tools

Top Ten Estate Planning Mistakes

Can You Control From The Grave/Incapacity?

Preparing For Your Initial Planning Meeting

Planning Options for Married Couples

Administering Credit Shelter Trusts

What To Do When A Loved One Dies

Notice of Existence of Trust (2021)

Annual Reports to Beneficiaries (2021)