Everything You Need to Know About Your Estate Planning Portfolio

An Explanation of Each Section, Which Documents to Use for What and
Answers to Your Most Frequently Asked Questions.

Select an Upcoming Webinar

As a valued Member of the Parman & Easterday Family, you have transformed your Legacy from being a burden to your loved ones to being their hero through purpose-driven Estate Planning. Your Estate Planning Portfolio represents a treasure chest protecting you, your loved ones, Legacy, values, purpose, nest egg, home and so much more. We also know it is a big binder full of lots of documents and legal stuff, and it can get a little confusing knowing which documents to use for what.

That is why we are holding a free virtual Client Education Program to discuss the contents of your Estate Planning Portfolio, explain which documents are used for what, and answer your Most Frequently Asked Questions. Make sure you bring your Portfolio to the webinar.

P.S. Invite your loved ones and successor trustees to join so they know how to use the Portfolio as well! P.P.S. Have your Estate Planning Portfolio ready for the webinar.