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3 Month Trust Funding Check In
Let's make sure your financials align with your estate plan.
- 1 hr1 hour
- Included with PlanIncluded with Plan
- Zoom Video or In Person
Use this meeting (1-3 months after signing) to get (back) on track with funding your trust and making sure titles and beneficiaries of your various accounts align with your plan.
+ (323) 487-8787
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