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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

My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
Jon