Agent Resources & Support
A centralized hub for client materials, referral coordination, and agent education.
Client-Facing Materials
Use these resources to introduce coordinated estate planning clearly and confidently.
Estate Planning Client Overview (PDF)
A one-page overview outlining coordinated estate planning and key protections.
The Goldtree Guide to Coordinated Estate Planning (PDF)
A comprehensive educational guide for clients exploring trust-based planning.
ESTATE PLANNING SUPPORT
Advisor Support & Coordination
Stephanie McCahon serves as your estate planning coordination partner, helping you confidently position trust-based planning within your existing client relationships. She works alongside you to clarify options, prepare for conversations, and support implementation when needed.
Whether you need help reviewing a client situation, preparing for a meeting, or answering technical estate planning questions, Stephanie provides structured support designed to protect and enhance your client relationships.
Support includes:
Pre-meeting case review and strategy discussion
Conversation guidance and positioning support
Warm handoffs or joint client participation
Personalized client materials and education resources
Ongoing case coordination and updates