Scroll through the Table of Contents below and click on your selection.

Schedule a 15-Minute Call or Zoom

Schedule a time to speak with Ed on Zoom or by phone. You must submit your questions in advance during the scheduling process.  CLICK HERE to go to the form.

Common Forms

Once you click the form name to open the desired form, fill it out and ‘Save’ if you need to come back to it.  Ensure you ‘Submit’ the completed form.

  • Amendment Request:  Amendment outside of your CUP year update
  • Helper & Beneficiary Information Update:  i.e., name changes, births, address changes, etc.
  • Personal Property Memo Worksheet:  Describe items of personal significance you will leave to important people in your life.
  • Referral Form:  Refer Someone Just Like YOU!  Complete the form to have your referral invited to an Empowered Estate Planning orientation program.  This 45-minute introduction prepares them to embark on their estate planning journey.

Group Meetings (AFR & CUP)

Annual Family Reunion (AFR) Main Page CLICK HERE


  • AFR Attendance Selection Form (Updated January of each year.)
  • Asset Review Report (ARR) Tutorial
  • Recorded AFR Session (Available after yearly AFR sessions each year.)

Client Update Program (CUP) Main Page CLICK HERE


  • CUP Program Selection Form (Updated June of each year.)
  • Estate Planning Review Worksheet (EPRW) Tutorial
  • Recorded CUP Session (Available after CUP sessions each year.)

Digital Assets

Directive Communications System Main Page CLICK HERE


  • Directive Communications System (DCS) Introductory Recording
  • DCS Election Form
  • DCS Client Login

DocuBank for Family Legacy Clients

DocuBank Main Page CLICK HERE


  • DocuBank Explainer Video
  • DocuBank Client Login (Quick access also available on the Home page.)
  • Access Your Medical Directives (Quick access also available on the Home page.)