What are my client’s steps after completing their documents?

Once your client prints their documents or receives them in the mail, they will need to get documents signed and notarized. Instructions are included with the documents, but you can find additional resources here.

If your client created a Trust, they will need to transfer assets to the Trust once signed and notarized. The following resources can be helpful for advisors who want to add value by assisting in the Trust funding process:

Asset Transfer explainer video:

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