Once we have finished the Estate Plan Implementation, our Team coordinates with third-parties to confirm that assets are properly retitled to your new Living Trust. We also scan and photocopy each of the legal instruments you executed at the Signing Ceremony and prepare your estate planning portfolio for pick-up. While your estate planning portfolio is generally ready for you within a couple of days of your Signing Ceremony, the confirmations from third parties may take 3-6 weeks.

Most of our clients come in to pick-up their estate planning portfolios after we have received all of the third-party confirmations. Others prefer to pick up their estate planning portfolios right away, and then have us forward the confirmations as we receive them. Please let us know what you would prefer at the conclusion of your Signing Ceremony. In either event, one of our team members will orient you to your completed estate planning portfolio and answer any remaining questions you may have.

  •  
    Estate & Asset Protection Planning
  •  
    Estate & Asset Protection Planning