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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

Heather was wonderful. She explained, in understandable terms, why it is important to establish an estate plan. I never realized what would happen, without a plan in place, and we could not bear the thought of our child in arms of absolute strangers while the court system sorted out his future.
Meri