Resources

Personal. Professional Estate Planning in your own home or business

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November 2017

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General Documents, Information & Worksheets

Basic Estate Planning

Comparison of Estate Planning Options

Is Your Estate Plan Up to Date?

Trustee Handbook

Is Your Estate Plan All It Could Be?

25 Ways to Mess Up Your Estate Plan

Trustee Estate Organizer

Estate Planning
Worksheet

Estate Planning
Checkup

It’s All About the Title

Six Steps to Successful Estate Planning

Special for Law Enforcement and Fire

Help for Professional Advisers

Dangers of DIY Estate Planning

This is an article from Forbes and it’s from 2010 so the numbers are low but the problems are the same.

10 Way to Profit from Estate Planning

Estate Planning Check-up for Your Client

Latest Podcasts

EP 6: Online Estate Planning

by Art Pauly | Estate Planning

EP 5: All It Should Be

by Art Pauly | Estate Planning

EP 4: Keeping Your Plan Updated

by Art Pauly | Estate Planning

Contact Info

Pauly Law Offices

Administrative Offices
2236 Banbury Circle
Roseville, CA 95661

[email protected]

(916) 207-7526

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