Client Resources We have put together a list of links and resources to help you through your estate planning journey. Protecting Your Family And Your Future Make A Payment (external site)Initial Client Questionnaire (external site)Guide: When A Loved One Passes AwayGuide: The Ultimate Life OrganizerCommunity Resource Guide for SeniorsLiving Will vs. DNRPrepare For Your CareDocuBank“Leave A Legacy, Not A Mess”Emerald Publications – September, 2007