Pre-Meeting Video Library
Welcome! This video library is designed to help you get the most out of your planning meeting. Before we meet, please take a few minutes to watch the short videos below. They’ll walk you through the estate planning process, explain what to expect during your meeting, answer many of the questions clients commonly ask, and provide guidance for completing your planning questionnaire. By the time we meet, you’ll have a solid understanding of the process so we can spend our time focused on your family, your goals, and creating an estate plan that’s tailored to your needs.
.01 Welcome
Welcome to Skyward Trusts! In this short video, we’ll explain how to use this resource library and what to expect as you move through the estate planning process.
.02 What to Expect
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