Trust Funding and Maintenance

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 Step One: intake form

Completing our brief intake form will allow us to know a little about you before we meet and thus make the meeting more personal to your situation. You can email, fax, or drop off the completed form to us.

Step Two: initial consultation

This meeting is a chance for you to meet with us and discuss your concerns as well as your goals and objectives and make sure Hallock & Hallock is the right fit for you

Step Three: document drafting

If we have determined to work together, the next step is to draft any necessary legal documents to ensure that assets are held in your trust or where appropriate your trust is the beneficiary.

Step four: completion and signing

Once the document drafting has been completed, there will be a signing meeting with a staff member where documents are executed so that assets are transferred and beneficiary designations are up to date.   

Step five: review and maintenance

As you acquire or sell assets, your funding will need to be kept up to in order to avoid probate.  We offer our clients ongoing maintenance plans so their funding can be kept up to date. 

 

Ready to Schedule an Appointment?

Give us a call or send us an email if you are ready to schedule your initial appointment. 

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Phone
Phone
 

40 West Cache Valley Blvd., Suite 9A
Logan, UT 84341

Utah: (435) 753-2335
Idaho: (208) 747-3327
e-mail: info@hallock-law.com