Many of you already know why you should have a trust — but just in case you don’t (or need a refresher) — these 6 short videos (totaling about 15 minutes) will give you a thorough understanding of why it is so important. (Much better than sitting through a seminar!). When you already know “why a trust” you can move on to the next two video series (series 2: the intake and information process and series 3: The explanation and purpose of each document)
In every law office trust process, there is information you must furnish, issues you need to know about, and choices you must make. That is the subject of this video series 2. (Note: If you are single you can skip the first two videos.) Once you’ve completed this portion of the process, you can move on to video series 3 (The explanation and purpose of each document).
In this section you will find a series of short videos that thoroughly explain each of your trust documents including their importance and purpose. If needed, they will also guide you how to properly execute and notarize each document.