We’ve designed a streamlined process to make trust funding easy for your office and your clients—without adding to your workload.

We review the information and prepare a clear, easy-to-use Asset Table outlining all accounts.

You (and your client, if desired) confirm how each asset should be titled or designated.

Provide basic client information, trust documents, and account statements through your shared folder.

We Prepare the Paperwork

We handle the heavy lifting—gathering forms, preparing documents, and assembling a complete funding package.

Clients sign the documents, and we take care of submitting everything to the institutions.

Success!

Your client's assets are now funded.

You Add Direction

We Organize the Assets

Send Us the File

Sign & Submit

We Track & Confirm

Final Reporting

We follow up, resolve issues, and confirm that accounts are properly updated.

You receive a clean completion package showing what’s been funded.