TrustSupport™ Meeting Preparation

Now that you’ve scheduled your next TrustSupport™ Meeting, your next step is to log into your account (top right-hand corner of this screen, under “Client Area”), locate your Asset Trust Organizer (ATO), and Confirmation of Names and Fiduciaries, and review. Be ready to ask your attorney about or discuss any changes which may have occurred over the past 1-5 years with yourself or your family.

Doing this ahead of time will help ensure you get the most out of our meeting.

In this meeting we will:

  1. Refresh your understanding of your current estate plan and refresh us on what’s happening in your life so we can be prepared to assist
  2. Review your plan against current law and strategies
  3. Refine your plans to adapt to any changes to new laws