We will transfer all allowable assets to your trust(as determined by the custodians of each individual account) because fully funded trusts are the only trusts that work! This package is a great option for clients who are too busy or too frustrated to handle this on their own.
Details:
- Transfer the ownership or update the beneficiary of all (allowed) existing assets
- Transfer the ownership or update the beneficiary of all (allowed) assets acquired for 12 months after your signing
- Legacy file to track all of your assets for your successors
- Detailed instructions for you to transfer all other assets (as determined by each custodian)
Additional Benefits:
- Additional(third)meeting to review documents
- Electronic copies of your assets and signed documents
- Electronic retention of your signed documents by Weese Law Firm
All of these benefits starting at $2,000!