Creating and Funding Your Trust
CREATING YOUR TRUST
First, we review your existing documents to determine what provisions and / or documents are missing or require revisions based upon your current goals and objectives. Then we rewrite or update your plan to reflect updates, changes, or enhancements you would like to include now.
After your plan and documents have been completed, we review them with you, so you fully understand them. We even provide diagrams and summaries to enhance your understanding and review now and in the future.
FUNDING YOUR TRUST
After the documents have been signed, we verify that all of your assets are registered correctly. This is a critical step, and if it is not done properly, your estate plan will be little more than a stack of paper.
We’ll also provide you with written instructions that clearly explain how your assets should be registered.
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