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Intro to Trust Funding

Next Steps after Signing your Estate Plan

  • 30 minutes
  • Included with Plan
  • Kaitlin will call you at the scheduled time.

Service Description

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.

Contact Details

+ (323) 487-8787


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