Asset Ownership, Beneficiary Designations, & Transfer Verification Table

Funding Questions

Brown & Vogel, Chartered is totally committed to fully funded living trust estate planning. In order to assist you in getting and keeping the trust fully funded, Brown & Vogel offers unlimited phone consultation regarding funding matters.

Funding Table

Asset Ownership, Beneficiary Designations & Transfer Verification

fundingrules

Funding is the most important part of ensuring that your plan works. If you have any questions about funding or are unsure of the titling of an asset, please email our office.

Estate Planning Checklist

The Truth About Estate Planning DVD & Workbook

What to do if a Family Member Dies Checklist