- How do you work with financial advisors?
- How do I refer a client to Trust & Will?
- How do I pre-purchase Estate Plans for my clients?
- Do you offer state-specific documents?
- What will my client experience when creating an Estate Plan with Trust & Will?
- Do my clients have access to customer support?
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Funding Your Trust
- Why do I need to transfer assets to my Trust?
- Transferring a financial account to my Trust vs adding a Beneficiary to a financial account
- Can I transfer my house to the Trust if I have a mortgage?
- Where can I find the Taxpayer Identification Number for my Trust?
- How to title assets in the name of your Trust
- Transferring life insurance policies to your Trust
- See all 12 articles