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[FREE RESOURCE]

Webinar: Transferring Assets to Your Trust

Congratulations on taking a big step toward keeping control and protecting your loved ones by creating a living or revocable trust! But you are not done yet. For your trust to work the way you expect and intend you need to transfer your assets.

Join Attorney Heather Chubb as she takes you on a journey explaining each step of the way to funding your trust. In this webinar you will discover:

  • The most important part of making your trust work
  • How to place your assets in your trust
  • What assets need to be included in your trust
  • Why this is so important

As Seen On

CLIENT Story

I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.
Susan