Services
We help laypeople and legacy planning attorneys

When we develop our content, we keep the average person in mind. That means that, in addition to being helpful to the public at large, our materials are useful to the modern legacy planning attorney looking to educate prospective clients about the importance of planning ahead.

Your options

Planning for life’s what-ifs

Digital Marketing Toolkit

With so many misconceptions about the relevance of legacy planning, effective digital marketing must be focused on education. That’s where we come in. We’ve put together a variety of materials that make it easy for you to inform and delight current and prospective clients.

Gain access to all current and future legacy planning content, including:

$150
/month
Digital Marketing Toolkit
Videos
Brochures
Infographics
Frequently Asked Questions
Webinar/Seminar PowerPoint presentations
Campaigns

Managing life’s what-ifs

Trustee Toolkit

Studies show that grief interferes with the ability to think clearly, make decisions and problem solve. That means that if you’re named Trustee, you’re being asked to deal with legal complexity and financial details at the precise time when you’re least able to manage it effectively. Let us help guide you in the right direction.

Gain access to all current and future trust administration content, including:

Distributed exclusively through Affinity Trusts.
Trustee Toolkit
Videos
Podcasts
Infographics
Frequently Asked Questions
Forms and templates
Quizzes
How it works

Legacy planning and federal tax laws can change on a dime. Let us worry about keeping our fingers on the pulse of these changes: become a member of our community and gain access to our unique educational materials. We regularly review, revise and refresh our content.