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Council Documents

Document Name Date Added
Continuing Education Credit form
CE Registration Form.pdf (149K)
2025-03-06

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Public Information

Document Name Date Added
Deed with Life Estate
Deed with Life Estate.doc (26K)
2021-10-05
Neglected Step in Planning
The Neglected Step in Planning, Susan Turnbull, Personal Legacy Advisors.pdf (3162K)
2022-05-10
Probating a Will
Probating a Will.doc (26K)
2021-10-05
Template for 1-2 page Universal Ethical Will
Personal Legacy Advisors template for 1-2 page Universal Ethical Will.pdf (80K)
2022-05-10
Parrish Valuation Presentation
Parrish Valuation Estate Planning Presentation.pdf (258K)
2024-12-12
2023 Heckerling Update
2023 Heckerling update.pdf (724K)
2023-02-20
Health Care Proxy
Health Care Proxy.doc (29K)
2021-10-15
Living Trusts
Living Trusts.doc (25K)
2021-10-05
Gifts in Massachusetts
Gifts in Massachusetts.doc (25K)
2021-10-05
Worksheet: What do you have to give?
Personal Legacy Advisors worksheet What do you have to give.pdf (66K)
2022-05-10
Durable Power of Attorney
Durable Power of Attorney.doc (25K)
2021-10-05
Dimensions of Influence
Personal Legacy Advisors Dimensions of influence.pdf (149K)
2022-05-10
Bylaws
Bylaws.pdf (353K)
2025-01-26
2024 Heckerling update final presentation.pptx
2024 Heckerling update final presentation.pptx (1110K)
2024-02-14
Settling an Estate
Settling an Estate.doc (28K)
2021-10-05