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    Three Generations

    RLG Resources

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

    Document with Pen

    Questionnaire Downloads

    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)

    Brochure Downloads

    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

    Notice of Existence of Trust (2021)

    Annual Reports to Beneficiaries (2021)

    Video Conference

    RLG Videos

    Trust Splits

    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

    RESOURCES

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    1400 112th Ave. SE, Ste. 100 Bellevue, WA 98004

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