Intro to Trust Funding
Next Steps after Signing your Estate Plan
- 30 min30 minutes
- Included with PlanIncluded with Plan
- Kaitlin will call you at the scheduled time.
In most cases, your job isn't done when you execute your plan. Once you have your EP Portfolio in hand, Kaitlin will review your Trust Funding Checklist and other recommended next steps with you in this 15-30 minute phone meeting.
+ (323) 487-8787