Let’s Find Out Where Things Stand.
Your trust funding may already be completely in order.
This worksheet will help us understand what you own today, how you believe those assets are currently held or designated, and what information may need to be verified.
You do not need to know every answer before you begin.
NO ASSUMPTIONS. NO SCARE TACTICS. JUST ANSWERS.
Before You Begin
Please do not enter account numbers, passwords, Social Security numbers or exact account balances anywhere in this worksheet.
We only need enough information to identify the asset and understand what may need to be reviewed.
You may find it helpful to have nearby:
- Your living trust
- Current property information
- Recent bank or investment statements
- Retirement account information
- Life insurance or annuity information
- Business ownership information, if applicable