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 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 CareDocuBankMake A Payment (external site)“Leave A Legacy, Not A Mess”Emerald Publications – September, 2007