About this event
You're almost there! You've created your Trust, but not sure what to do next.
In this webinar Allison, our Member Success Specialist will cover the following:
- Steps to take after your Estate Plan has been completed
- Making any necessary edits to your Estate Plan
- Community Property States vs. Separate Property States
- Funding your Trust, including the following assets:
- Personal Property
- Bank Accounts
- Investment Accounts
- Real Estate
- Cars & other vehicles
- Business Interests, LLC's and Partnerships.
Register above to make sure you reserve your spot!
Trust & Will
Estate Planning, made easy.Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.
