Established in 2014 and holding nine years of full-time funding experience, Fund Ease, LLC is equipt to handle difficult and time consuming funding tasks. We are a remote company based out of the Scandia, MN and work with estate planning firms throughout the country.
We understand that your clients personal and financial information is confidential and we want it to stay that way. We utilize DropBox™ shared folders to transfer information back and forth between our company and the firms we work with. In addition, any PDF document containing vital inforation will always be password protected with a unique password.
1. You provide our office with all the initial funding information.
2. After we prepare the Asset Table, you provide us with the allocation instructions.
3. After we prepare the Funding Package, the clients sign and then return it to us.