Resources
for Accountants & Advisers
PaxAnimi® provides a range of educational documents as part of its comprehensive estate planning service.
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PaxAnimi® for Accountants & Advisers
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What is estate planning?
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5 stages, 7 rules, & 7 risks of effective estate planning.
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Checklist of your existing estate planning documents
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What is a power of attorney?
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What is a guardianship appointment?
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What is an advance care directive?
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Do I need a will?
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Why use a lawyer to make your will?
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What is a testamentary trust? - summary
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What is a testamentary trust? - full overview
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Standard Will Service
vs.
Simple Will Service - Which solution to choose?