The process of managing trust assets for a surviving Trustor or transferring trust assets
- 1 hr1 hour
- Hourly RateHourly Rate
- South Lakeshore Drive
Turn to us in your time of need! Let us help you gain the peace of mind that comes from legally managing your trust assets. Documents that will be helpful in your meeting: ● Trust and any Amendments ● Death Certificate (if available) ● Decedent’s most recently filed federal and state tax returns ● List of names and dates of birth of spouse and children ● Assets titled to the Trust ● Assets payable to beneficiaries ● Assets not titled to the Trust or payable to a beneficiary ● List of creditors
Requests are not confirmed until you receive a confirmation email/phone call! Same day requests, please call our office @ 480-730-6469 or send us an email!
4500 South Lakeshore Drive Suite 300 Tempe, AZ 85282
+ (480) 730-6469