Trust Funding Services

Each file begins with the preparation of an Asset Table, then can move forward to Basic or Deluxe funding services.

Asset Table Prep - $5 per asset

A strong foundation, whether clients will be self-funding or utilizing one of our trust funding services.

Basic Funding - $55 per asset

Intended for clients that could use a little help getting started with the funding process.

A full service option for clients that need extra hand-holding to ensure their trust funding gets completed.

Deluxe Funding - $95 per asset

You have the freedom to choose the service that fits your needs.

Asset Table Preparation

Provide us with a statement for each asset and we review and prepare an organized Asset Table.

Once the Asset Table has been prepared and allocations inserted, we are able to move forward to Basic or Deluxe Funding.

This can also be selected as a standalone service if you plan to have your clients self-fund.

Basic Funding

We coordinate with the financial advisor or contact the financial institution to acquire the correct forms and fill them out for the clients to sign.

Each package begins with signing instructions, and includes an Instruction Letter, Confirmation of Action page, and completed forms for each account change.

The follow-up process will be left for your office or the client to complete.

Deluxe Funding

In addition to preparing the account change documents, Deluxe Funding offers the follow through to ensure that each account change has been completed correctly by the company.

We submit all signed documents to the companies for processing and follow-up with clients to collect confirmations.

Confirmations will be reviewed for accuracy and then combined with a final asset table to create a Completion Package to conclude the funding process.

*Our most popular service

We assist with the funding of:

Bank Accounts

Investment Accounts

Stocks & Bonds

Non-Qualified Annuities

Retirement Accounts

Life Insurance Policies

We do not currently handle changes to Real Property, Time Shares, Closely-held business interests, or automobiles. However, we will list these assets on the Asset Table so they don't go unnoticed.

Other services

Fund Ease is also available for training, public speaking, and publication content.

Trust Funding Training

Hire Fund Ease to train your in-house Funding Coordinator or streamline your current funding processes.

Speaking Engagements

Invite Fund Ease to speak about trust funding at your next seminar or convention.

Collaborate with Fund Ease to discuss trust funding on Podcast, Radio, Webinar, Television, Print and Digital Media.

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