White Papers

A white paper is an authoritative report or guide that informs readers concisely about a complex issue and presents the issuing body's philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision. Access our White Paper library here.

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10 Question Quiz

This 10-question quiz is a quick read on a family member’s view of the entire family's readiness for estate transition. It’s a simple yet highly effective tool to framing a conversation around non-financial issues.

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Download our Family Readiness Assessment™ two-pager here


Download our TWG one-pager



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Suite 375A

San Clemente, CA 92672


Tel: 949-940-9140​

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