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Keystone Law Firm Trust Funding Catch Up
January 22 @ 5:00 pm - 8:00 pm
Who Should Attend?
- You created a revocable living trust with Keystone Law Firm (formerly the Sirvent Law Firm).
- Your trust funding isn’t complete. (If you don’t know what that means, then YES that means you.)
Why Should You Attend?
Francisco explains in this video. Click here to watch.
An estate plan that isn’t properly funded with everything you own, can end up being a nightmare for your family and cost anywhere from $25,000 – $100,000 in probate fees (Arizona has a probate during life & after death).
The trust you created can be a complete waste if your entire financial life is NOT coordinated through proper trust funding. This gift you tried to give your family, could end up being useless.
When our clients do trust funding one-on-one with us, our flat fee is $2,000. We don’t have the bandwidth to help 1,000 of our past clients one-on-one. So, we’ve created this workshop series to help people in a group setting.
Through this workshop series, you can save 50% off our normal cost and get complete trust funding for a flat fee of only $1,000. You will have nearly unlimited help to complete & verify your trust funding.
At these workshops Francisco Sirvent will spend 3 hours with you:
- First, we will teach you how to fund your trust, despite what the banks say.
- Second, we will help you create a fail-safe tool called our Trust Funding Checklist.
- Last, we will help you complete customized forms for your financial institutions so they can properly register your trust in their records.
This is a WORKshop. You will be expected to participate, engage with the content, and do the work. We will have time for questions, answers, and guidance. Being in a small group setting will mean you get to learn from other clients about which bank branches are most helpful, you will hear questions you hadn’t thought of, and the group-style gives us the ability to provide this service at a screaming deal!
BONUS: If you sign up to attend one of these workshops, you can come back as many times as you want to get more questions answered at no additional charge (space permitting).
BONUS #2: We will give you our whole template library of trust funding documents in editable format, plus a video recording of the workshop so you can review the material at home on-demand, as needed!
If you were paying by the hour, this would cost you over $3,000!
But everything here will only cost you $1,000. You may also break this up into 3 payments of $375.
We don’t have room for every one of our past clients. I wish we did. So the first people to register will have their seats reserved.
You must have a living trust drafted by Keystone Law Firm in order to qualify. Your seat is not reserved until confirmed by our office.