What steps should my client follow after completing their documents?

Once your client has completed their estate plan, they should:

Print or Ship Documents: They can either print the documents or wait for them to be delivered by mail.
Sign and Notarize: Make sure all documents are signed and notarized correctly.

If your client has established a Trust, they will need to transfer their assets into it. The following resources can assist advisors in adding value by supporting the Trust funding process:

Trust Funding Guide
Concierge Deed Transfer Service

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Estate Planning in WYOMING: What Every Resident Needs to Know Estate Planning in WISCONSIN: What Every Resident Needs to Know Estate Planning in WEST VIRGINIA: What Every Resident Needs to Know Estate Planning in WASHINGTON: What Every Resident Needs to Know Estate Planning in VIRGINIA: What Every Resident Needs to Know