You’ve done it! You’ve signed the documents, received them in your Clio Client Portal, and now it’s time to finish the work….
Click below to watch the overview of what to do next, then watch the other three videos below to learn more details about specific asset groups and how to transfer them into your trust - so your family can skip the probate process.
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Real Estate
Transferring real estate into your trust requires that you execute a deed and record it with your county registry of deeds. Depending on the plan you chose, we may be doing this for you. Click below to learn more about transferring your real property into your trust - and who needs to know about it.
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Financial Accounts
Whether it’s your bank accounts, brokerage accounts, or retirement accounts, we’ll walk you through what to do and how to do it. Click below to watch our video on transferring financial assets into your trust (and what NOT to transfer).
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Misc. Assets
From your car, to a boat, an ATV or other toys, plus some things you may not have even thought of, we touch upon the other assets you need to transfer into your trust. Click below to learn more.
Bringing it all together….
Click below for important things to know about your trust and how to make it easiest for your family to handle everything when they have to.