Estate Planning
Advisors
- How do I pre-purchase Estate Plans for my clients?
- Referring a client to Trust & Will via Wealthbox: How do I set up my email template?
- How do I integrate Trust & Will with Wealthbox?
- Do you work with Financial Advisors?
- How do you work with financial advisors?
- Is there a fee for financial advisors to use Trust & Will?
- See all 13 articles
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?
- How does the Trust & Will Deed Transfer process work?
- Where can I find the Taxpayer Identification Number for my Trust?
- How to title assets in the name of your Trust
- See all 13 articles