2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Reference Tools

The Absolute Trust Council team is pleased to provide a library of free checklists and reference guides to address the most common estate planning questions and concerns in practical, easy-to-understand language. We have authored each publication as part of our commitment to provide you with all of the tools you’ll need to educate yourself about the estate planning and make the planning process pleasant, convenient and efficient.

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Reference Guide 1:

Checklist of Tasks to Complete After A Death

Our list of what to do when someone dies will help you get organized with ease during the hardest period of time. It’s yours FREE.

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Reference Guide 2:

Probate Fee Calculator

Facing Probate? Learn how to calculate your personalized probate fees based on individual estate size.

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Reference Guide 3:

Medi-Cal Resource Limits Handout

Do You Think You Have Too Many Assets to be Eligible for Medi-Cal? We Can Help. Download Our Free Tool to See Exactly How Your Assets Factor In.

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Reference Guide 4:

How to Handle Firearms in an Estate

Are you an executor of an estate that includes a firearm? While they do require special consideration, it is possible to safely and legally transfer possession. Download your FREE copy of Stick to Your Guns: How to Handle Firearms in an Estate checklist to understand what the requirements are and to help get the process started. If you’re new or inexperienced with handling firearms, then you’ll definitely want to have this resource on hand.

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Reference Guide 5:

Special Needs – Letter of Intent

As a parent of a child with special needs, you may want to consider drafting a Letter of Intent as a companion piece to a special needs trust. This document can be critical in ensuring that your trustees and caregivers understand your child’s interests, routines, abilities, and hopes, and wishes for their future and well being. Download our free Letter of Intent tool to help you get started.

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Reference Guide 6:

Absolute Trust Talk Ep. 046 Guest Resource Guide: Paycheck Protection Program Phases & FAQs

For any business owner who’s taken a PPP Loan, you know just how challenging the application process was, and unfortunately, the forgiveness application isn’t any less daunting. We’re proud to present exclusive access to this free resource provided to us by Absolute Trust Talk guest, Ed Gines. Download this tool to help you understand the process more thoroughly.

Questions, comments, concerns or not sure where to start? Send us a message and sign-up for your free consultation!

2890 N. Main Street, Suite 206
Walnut Creek, CA 94597


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