Trust Funding Series
Many clients come to us to make sure their estates avoid probate. Setting up a trust can be an integral part of an estate strategy, but having assets "line up" properly with this trust is critical. This $97 course runs through the basics of funding revocable living trusts, the different treatment of different types of assets, and even runs through the ins and outs of filling out generic change of ownership and change of beneficiary forms.
Get Your Trust Funding Series Today
In overhauling my estate planning legal practice, I realized that I had to do things much differently than the typical "billable hour" attorney when it came to estate planning. But designing the right pricing system in a way that easily sells to clients was not an easy thing. For just $97, this course will walk you step by step through a process to develop your own set of estate planning packages in a way that will help you sell your services, save time, and provide you more revenue for less work.
Find Trust Funding Fails
The biggest threat to a good revocable trust plan is failing to keep assets coordinated with the strategy. Complacency plus life changes can cause the very probate nightmare you wanted to avoid in the first place.
Learn The Simple Funding Strategy
Some assets are treated differently for many reasons. Learn some of the simple funding strategies that account for taxes, title requirements, and convenience.
Typical "Wildcards"
Understand how some assets and accounts don't fit neatly into any specific category, and some of the ways to address coordinating those assets with your revocable living trust and the overall estate plan.
