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

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