Customer Contact

A customer needed a living trust done, and he had a deadline.  I met with him, and he said that he needed the complete Trust Package: Living Trust, Certificate of Trust, Declaration of Trust, Pour-Over Will, Advance Health Care Directive, Durable Power of Attorney, HIPAA Waiver, Schedule of Assets, Assignment of Personal Property, Personal Property Distribution, Summary of Estate Planning Provisions, Summary of Fiduciaries, Final Instructions, Letters to Financial institutions, his client information sheet, and also a Trust Transfer Deed.  I prepared the complete Trust Package for him in less than twenty-four hours.  He received it the day after our meeting.  He was happy that he received it before his deadline.

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