KEY ROLES
Guardian
Responsible for taking care of your children in the event that you die while they’re still minors.
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Company
KEY ROLES
Responsible for taking care of your children in the event that you die while they’re still minors.
Asset Transfer Letter
To be shared with financial institutions in order to assist in transferring assets to the name of your newly created Trust.
Attorney-in-Fact
Agent designated by your Power of Attorney document to make decisions for you about your non-trust assets in the event you become incapacitated.
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Talk to our sales team today.