Oren Ross

Oren Ross

Estate Attorney

Member

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

Oren Ross & Associates

Oren Ross & Associates

678-250-4281

300 Colonial Center Pkwy
Suite 100
Roswell, GA 30076

Website

Company

Members I've Invited

Joseph Mraz

Joseph Mraz

Stephanie Eban

Stephanie Eban

Sponsorship

Endorsement Letters I've Given

North Point Team

Introduced by:

Ryan Holland

Ryan Holland

Joined on 08/16/2018

Leadership

ParticipationCoOrdinator
VisitorCoOrdinator 09/30/2021

Membership

3-year Pin 10/21/2021

Team

Team

PowerLinks Certificate 09/19/2018
InfoMinute Seminar 09/17/2018
Orientation Essentials 09/17/2018

Development