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Welcome to the Resource Library! Click on any form below to download. 

Success 2 significance

RESOURCE FORMS

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The Success 2 Significance resource forms are a management tool that will help you better manage your personal, financial and estate affairs.  Some of the forms provided on the website are in electronic Word format and may be completed and saved on your personal computer and the rest are in PDF format.  You can use the forms and information presented to assemble a Document Portfolio to store all of your important financial and estate information and you can consider some creative charitable techniques that are presented. The forms are broken down into categories. 

The following is a list of the forms and articles that we offer.

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Financial and Estate Inventories

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Personal Financial and Estate Inventory

Estate Planning Inventory

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Document Portfolio

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21 Items for your Estate Plan

Preparing a Family Document Portfolio 

The Document Portfolio Checklist

A Record of life Insurance

Disposition of Last Remains

General Durable Power of Attorney

Instructions to Successor Trustees

Medical Power of Attorney

Memo on Distribution of Personal Property

Procedures When Someone Dies

Professional Advisors and Location of Documents

The Execution of Documents

Amending your Will With a Codicil

Amending Your Revocable Living Trust

 

Other Helpful Information

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Estate Planning Workbook

Estate Planning Quiz

WILL POWER - The Benefits of a Good Will

The Family Legacy Trust 

The Family Legacy Trust Workbook

Estate Planning Using the Revocable Living Trust 

Joy to the World Foundation Trust Services

How to Change Your World

Planning for Family Cash-flow Needs

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Charitable Techniques

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Including Charity in Your Will or Trust

Establishing A Family Foundation

The IRA Rollover

Six Strategies to a More Generous Life

A Better Way to Sell Appreciated Assets

A Better Way to Control Income Producing Assets

Impact Investing

Structuring a Small Ministry

Advanced Charitable Planning

Better Than a 1031 Exchange

The Charitable Remainder Unitrust (Click on the image below to download a copy of "Unlocking the Full Potential of Your Assets")

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