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Available Online

3 Month Trust Funding Check In

Let's make sure your financials align with your estate plan.

  • 1 hour
  • Included with Plan
  • Zoom Video or In Person

Service Description

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.

Contact Details

+ (323) 487-8787


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