See the Video Recording here:
https://us02web.zoom.us/rec/play/sZnHpFT2JILdONQLwIoLRhh_1qA6kX7ab_Erah8AJnBCBmnrnD458ASQKuVBC_7mEzgpLDaKLpjHezc.85JbsiTBZU3gjkpv?autoplay=true&startTime=1730217792000

Access the Live Transcript here:
https://otter.ai/u/iRtDdbluPoIRAjSJc6-HUi0u5KE?view=summary

Outline:
- Confusion Over Training Calls (3:31)
- Starting the Training Call (6:22)
- Vehicle Transfer Form Details (7:19)
- Handling Loans and Leases (12:37)
- Conveying Other Property Assets (17:44)
- Life Insurance and Collectibles (22:24)
- Home Content Inventory Worksheet (25:25)
- Questions and Clarifications (28:03)
- Next Training Sessions (30:52)
- Final Remarks and Wrap-Up (37:51)

      Training #5:Conveying of Assets and Liabilities to Your Personal Trust Part 2

First, follow the step-by-step instructions found at:
https://AbundanceGroup.com/instructions


The forms you'll need for conveying assets and liabilities to the Trust are PDF form fills. You'll use these forms to create each of the conveyances to sell or assign each asset to the Trust when you are ready for that step. You'll find the PDF form fills at:
https://AbundanceGroup.com/conveyances


Please download any document you need to your hard drive before making changes to it or all future clients are likely to see the changes you make!

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