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Wealth Management Library


 

Tools

  • Sample financial and estate planning forms, checklists, charts and worksheets guide you through your planning.
  • A Client Letter Toolkit makes communicating with clients quick and easy.
  • CCH® FinEst Calcs™ – More than 20 calculators automate and consolidate financial and estate planning information and provide graphical representation.
  • An Election and Compliance Toolkit prepares ready-to-file election and compliance statements on tax planning and related topics.
  • Schoenblum’s Multistate Estate Planning Smart Charts By selecting a list of topics, you can create a custom allows you to locate multistate estate planning information.
  • Answer Books — Includes Executive Compensation Book, Individual Retirement Account Answer Book, Domestic Relations Answer Book, Roth IRA Answer Estate and Retirement Planning Answer Book, and Financial Planning Answer Book.