Access a repository of resources on the Practice Exchange platform about topics including Buy-Sell Education, Catastrophic Planning, and Sample Agreements.
Resources are organized by topic, within the tabs seen across the top of the screen. Browse each of the tabs on the Resources page to see all of the resources available to you.
To access the document you’re interested in, simply click the title of the document and it will open in a new tab. You can also download the document from that screen.