Provide us with a statement for each asset and we will do the rest. The assets will be categorized into separate sections for each asset type to ensure clarity when meeting with the clients. Once the Asset Table has been prepared and allocations inserted, we are able to move forward to Basic or Deluxe Funding Services. This can also be selected as a stand-alone service if all you need is a spreadsheet of the assets.


In addition to preparing all the transfer documents, Deluxe Funding offers the follow-through to ensure each asset is funded correctly. We mail all signed documents for processing then acquire verification. Once we have confirmation of each account change, we combine the verifications into a completion package.


We contact the financial institutions to acquire and correctly prepare each necessary form. Each package begins with instructions for signing and mailing the documents, and includes an Instruction letter, Confirmation of Action page, and completed forms for each asset. The follow-up process will be left for your office or the client to complete.

DELUXE FUNDING - $80 per asset

BASIC FUNDING- $40 per asset