pp-0280
Estate planning attorney finished drafting the trust but the trust funding part — retitling the house, updating bank accounts, transferring brokerage assets — is a manual nightmare of phone calls, paperwork, and follow-ups that takes weeks and often doesn't get done, leaving the trust unfunded and useless when the client dies
1
Vendors
3
Roles Affected
1
Practice Areas
Who feels this pain
Solo practitionersmall-firm-partnerParalegal
Practice Areas
family
Vendors (1)
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