Trust Funding Assistance
We do not provide legal advice or determine which assets belong in your trust.
Service Description
After your attorney prepares your trust, your assets still need to be properly transferred into it. Our Trust Funding Assistance service helps coordinate the administrative process of funding your trust by assisting with financial institution paperwork, communicating with banks and brokerage firms, coordinating with financial advisors, tracking the progress of account transfers, and organizing confirmation documents. We also maintain a detailed inventory of funded assets for your records. Please note: We do not provide legal advice or determine which assets belong in your trust. All legal decisions remain with your attorney.
Cancellation Policy
Important Disclosure: AnchorPoint Estate Services is not a law firm and does not provide legal, tax, accounting, or investment advice. We provide experienced estate settlement support and administrative assistance that complements the work of your attorney, CPA, financial advisor, and other trusted professionals. Our services are designed to help executors and families navigate the administrative aspects of estate settlement and do not replace professional legal or tax advice.
Contact Details
704-589-9418
info@anchorpointestates.com