The Family Estate & Legacy Funding Process™

Having trusts alone will not avoid the probate process. Your assets must be funded into your trusts to be effective. We provide written funding instructions to ensure that your assets are properly titled into your plan documents.

Depending upon the scope of our engagement, we will take steps to prepare deeds, IRA, 401(k), insurance and special beneficiary designations, giving you peace of mind that all elements of your plan have been taken care of.

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The Family Estate & Legacy Solution, 9100 College Pointe Court, Fort Myers, FL 33919 • tel: 239.334.1141 • fax: 239.334.3965 • email: info@familylegacysolution.com
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Disclaimer: The information contained on this site shall not be construed as legal advice, as the information is general in nature and is not specific to any individual client or jurisdiction. No attorney/client relationship shall be established in the use of this site.While every effort is made to keep the information up to date, there is no warranty, expressed or implied, that the information contained herein is current. One should always consult with his or her own qualified estate planning attorney before acting on any legal or tax matter.