Personal and Confidential
Congratulations on your decision to protect your family with a comprehensive estate plan. Now that you have made this important decision, the next step is to gather and provide us with information about your assets so we can assist you with the funding of your trust. Remember, having a trust that is not funded means your family may have to go through a court probate proceeding, and may lose the benefit of other protections offered by your estate plan.
Please complete this online form to enter information about your assets.
- Fill out the information on the form as completely as possible for each asset
- Provide copies of your most recent statements, policies, deeds, or other ownership documents to us.