For Our Clients
Resources, Tools, and Other Helpful Information
Easy and convenient access to the information and resources you need. The resources below are designed for clients of Bernicke Wealth Management.
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Helpful Articles, Guides, and Worksheets
- [Article] When Should You Update Your Estate Plan? Download
- [Article] What Records Should You Keep and for How Long? Download
- [Article] What to Do When a Loved One Dies Download
- [Worksheet] In Case Something Happens - Items to Know Download
- [Template] Credit Freeze Packet Download
For more educational articles, see our Resource Library.