Funding Reference Checklist

Funding Reference Checklist

To maximize the value of your Trust, you should make efforts to transfer your assets into your Trust.

Download our Funding Reference Checklist to help you make sure that you do not miss any assets!

We Can Help

If you would like to discuss estate planning, please reach out to us! Our experienced estate planning attorneys will help you create a well-rounded trust that protects you and your loved ones.

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