The provisions of your trust apply only to those assets properly "funded" or transferred to your trust. Through our Formal Funding Program, our dedicated Funding Coordinator works with you and your various financial institutions to coordinate the initial funding of your trust through not only preparing all of the necessary transfer documents, but by obtaining verification of such transfers.
During the maintenance phase of our Formal Funding Program, we offer:
Annual review of your assets in trust
Transferring assets to your trust which you acquire throughout the years
Call For a Complimentary Consultation: (916) 231-0688