Endorsement Letters I've Received
When creating a Living Trust, one important and often overlooked factor is the funding of the Trust. Many people have paid to have a Trust created, but were never given instructions on what assets should be in the Trust, or how to transfer them into the Trust. With every Trust I write, I include Funding Instructions that detail how different assets can be transferred into the Trust. I go over the Instructions with the clients, highlighting their specific assets, so that they can be sure they've transferred all appropriate assets into the Trust, and can transfer any assets in the future.
Referral Trigger Response
300 Colonial Center Pkwy
Roswell, GA 30076
Endorsement Letters I've Given