Enter your team PIN to access tools and forms.

KYC / Account Opening IntakePhase 1 — captures KYC and account setup for Mako Client Profile QuestionnaireRisk assessment — 15 scored questions for risk capacity and tolerance Investment Baseline WorkbookPhase 2 — baseline the book and reconcile transfers as they arrive Annual Financial Snapshot ReviewUsed at the yearly KYC meeting — confirms suitability and updates net worth Corporate-Owner Planning IntakeFor business owners and corporate professionals Individual Planning IntakeFor individuals and families Estate Concierge — HubPublic landing page — single entry point routing clients to the tools below Estate Planning QuestionnaireComprehensive intake for will and POA preparation Executor ChecklistToken-URL tracker for active executors — KV-backed, save state, share read-only link Estate Inventory TrackerComprehensive asset and account inventory POA Financial Management TrackerTools for managing finances under Power of Attorney Family Guidance & Final InstructionsPersonal guidance for your family — where to find things, who to call, and what matters most Investment Portfolio BrochureClient-facing overview of Cherry Hill's private wealth offering Executor Readiness Scorecard3-minute diagnostic across seven dimensions — Mailchimp journey enrolment Executor Readiness Checklist — OverviewPublic lead-gen version of the checklist — printable, no save state, companion to the Scorecard What Most People Get Wrong Choosing an Executor (PDF)Lead-gen guide — five common executor selection mistakes