Welcome to the Resource Library! Click on any form below to download.
Success 2 significance
RESOURCE FORMS
​
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.
​
Financial and Estate Inventories
​
Personal Financial and Estate Inventory
​
Document Portfolio
​
Preparing a Family Document Portfolio
The Document Portfolio Checklist
General Durable Power of Attorney
Instructions to Successor Trustees
Memo on Distribution of Personal Property
Professional Advisors and Location of Documents
Amending your Will With a Codicil
Amending Your Revocable Living Trust
Other Helpful Information
​
WILL POWER - The Benefits of a Good Will
The Family Legacy Trust Workbook
Estate Planning Using the Revocable Living Trust
Joy to the World Foundation Trust Services
Planning for Family Cash-flow Needs
​
Charitable Techniques
​
Including Charity in Your Will or Trust
Establishing A Family Foundation
Six Strategies to a More Generous Life
A Better Way to Sell Appreciated Assets
A Better Way to Control Income Producing Assets
The Charitable Remainder Unitrust (Click on the image below to download a copy of "Unlocking the Full Potential of Your Assets")
Recent
categories
Archives
