Once the Living Trust has been completed it is ready to sign and execute. The client will receive a binder with their Trust documents, all of the signature pages will be on the top for convenience.
To fully execute the Trust, follow the steps below:
- Sign and notarize the signature pages according to the instructions on each document
- Scan and upload the signature pages, then email to: email@example.com
- If scanning and emailing is not possible, send copies of the signature pages to:
Estate Plan Support
560 S 100 W, Suite 1
Provo, UT 84601
This is what the dashboard looks like when the docs are ready to be signed:
Dating The Digital Copies
After you've emailed the signed pages, go to your clients Dashboard. You will see a pop-up asking if you have signed the signature page. Select YES. It will then ask you for the date the trust was signed. Add the date signed. This will populate the signature date throughout the trust documents.
This is what the dashboard looks like when the docs have been signed, uploaded, and the date signed has been entered:
Next steps are to review assets and fund or transfer assets to the Trust