TRUST FUNDING DIGITAL TOOLKIT™
00 - START HERE
Quick Start Guide, Video, and Master Trust Funding Dashboard™
DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE
Before You Begin
This toolkit is designed to walk you through the Trust Funding Assistance System™ one step at a time.
You do not need to complete everything at once.
Start by watching the short video below. Then use your Master Trust Funding Dashboard™ to keep track of where you are in the process.
Your path is simple:
DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE
Each section of the toolkit corresponds to one of these steps.
WATCH FIRST
Start Here Video
Before beginning, watch this short welcome. I’ll explain how the Trust Funding Assistance System works and show you exactly where to start.
Your Digital Toolkit
The Trust Funding Digital Toolkit™ is organized to follow the same process as the Trust Funding Assistance System™. Work through each section in order, and use the supporting tools as needed.