3 What You Already Know | Claim My Legacy Estate Planning

Step 3: What You Already Know

Let’s talk about what you already know.

You’ve now walked through the major assets that may be part of your Trust Funding Review.

Before we begin verifying anything, we’d like to understand how confident you feel about your trust funding today.

There is no right or wrong answer. You do not need to know whether everything was handled correctly. That’s what the Review is designed to help determine.

Which statement comes closest to how you feel today?* *

I’m confident everything was addressed.
I believe most things were addressed, but I’d like to verify.
I know some things still need attention.
I’m really not sure what happened after my trust was signed.

Is there anything in particular that makes you feel that way?

Have you ever reviewed your trust funding since your trust was completed?

Yes
No
Not sure

Anything else you’d like us to know before we continue?

After saving your information, return to this page and continue to Step 4.

CONTINUE TO STEP 4: DOCUMENTS YOU HAVE