Setting up a Trust
Once all sections are completed, clients will be instructed to print, sign, and notarize their Trust. (Requirements may vary by state)
Second, set up the Trust. Clients will be asked to start with some basic information.
Follow the prompts and add the trustees and heirs to the Trust.
Here are helpful videos that your clients will also see along the way:
● What do I need a Trust? ● What are trustees? ● Adding heirs to the Trust ● Funding the Trust ● Trust + pour over Legal Will
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