Estate Planning Will Worksheet
This Will Worksheet helps clients organize key information, ensuring efficient and productive initial meetings. It covers personal details, assets, liabilities, and preferences, making estate planning straightforward. The pdf is fillable and can be downloaded below.
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Special Needs Planning Session Presentation Recording
We are pleased to welcome a special guest, Mary McDirmid of All Needs Planning, for a presentation focused on the critical role of coordinated financial, personal, and legal planning for families with loved ones who have special needs. This ...
Communications - Client Services Coordinator Team SOP Manual
CSC Operations Manual Most recent version Sept 2024
A Simple Way to Solicit Reviews From Clients
Below are locations for which we have easy review links. The steps below require you to do a little bit of copy & paste. If you have questions, feel free to send a message to marketing@gravislaw.com. 3 Steps 1) First, look at the table below and find ...
How to Find & Use Gravis Law PowerPoint Templates for Presentations
How to Access and Use Gravis-Branded PowerPoint Templates This guide explains how to access, choose, and correctly use the Gravis Law PowerPoint templates. These templates are designed to keep presentations professional, consistent, and on brand, ...
Tap Card and Business Development and LinkedIn Training
This resource provides a quick walkthrough on how to effectively use your Tap digital business card, along with best practices for LinkedIn and business development. The recording covers how to confidently share your Tap card, optimize your LinkedIn ...