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Training Call #1 - Parties to a Trust; The New Client Questionnaire
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See the Video Recording here: https://drive.google.com/file/d/1vCEhZeKYXEnyxtBfKt3JqyXHN1rPITD_/view?usp=sharing
Access the Transcript here: https://otter.ai/u/o4Hx46nGqEN8IPIdaS5IaxosSc4
Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event
- There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!
Looking to invest in life insurance and leverage your Trust?
- Email Ben at [email protected], or use the link below to receive your free quote!
- Get your free quote here: https://www.abundancegroup.com/insurance
Thank you so much for investing in a Trust from The Abundance Group or one of our Referral Partners. Over the next several weeks, you'll want to go through each recording in this "Trust Implementation Training Call Podcast" to learn how to execute and implement your Trust, manage your Trust, and Operate your Trust.
Before you get started on that, please look in your email for a message from RightSignature.com. It contains the "New Client Questionnaire" that you'll need to complete before we can create your Trust(s). Once you've located that email, then continue watching the video for Training Call #1.
This will help you to complete the "New Client Questionnaire" that was sent to you from RightSignature.com. When you complete this, you'll be giving us the basic information about your new Trust(s).
In about 2 weeks, expect to receive 2 emails: one will come from ShareFile.com and the other from RightSignature.com. The ShareFile.com email will contain a link you'll click to setup your logins on our encrypted file sharing platform. Once you've created your logins, you'll be taken to your folder where you'll find a PDF version of your Trust(s).
Please download the PDF version of your Trust(s). You'll need to review your Trust(s), making sure that names are spelled correctly and that each person is in the correct role. If you approve, then please sign the Trust Approval Form sent to you under separate cover from RightSignature.
If any corrections are needed, please skip the signature page and complete the seeing page to indicate the corrections needed on the Trust Approval Form.
Once we have your Approval, we will print, bind, and ship your Trust(s). You can expect to receive the Trust(s) via FedEx within 5 business days of our receiving your Approval. Upon shipping, your tracking number for the FedEx package will be uploaded to ShareFile. ShareFile.com will email you with a link to it so you can check it to see when you can expect delivery.
In the event that you would like to receive your physical documents at another location, please send an email with the updated mailing address when you send us your Trust Approval Form.
Welcome to the Abundance Group Trust Family! Make sure you join us on Wednesdays and Fridays at noon eastern for our Group Q&A Calls. We deal with Advanced Trust Questions on Wednesdays and Introductory Trust Questions on Fridays. If you can't make it to a live call, you can submit your questions at: https://www.AbundanceGroup.com/questions. We will answer them at the beginning of the next live call.
To join the calls, here is the information:
ht
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By Abundance Group TrustSend us a text
See the Video Recording here: https://drive.google.com/file/d/1vCEhZeKYXEnyxtBfKt3JqyXHN1rPITD_/view?usp=sharing
Access the Transcript here: https://otter.ai/u/o4Hx46nGqEN8IPIdaS5IaxosSc4
Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event
- There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!
Looking to invest in life insurance and leverage your Trust?
- Email Ben at [email protected], or use the link below to receive your free quote!
- Get your free quote here: https://www.abundancegroup.com/insurance
Thank you so much for investing in a Trust from The Abundance Group or one of our Referral Partners. Over the next several weeks, you'll want to go through each recording in this "Trust Implementation Training Call Podcast" to learn how to execute and implement your Trust, manage your Trust, and Operate your Trust.
Before you get started on that, please look in your email for a message from RightSignature.com. It contains the "New Client Questionnaire" that you'll need to complete before we can create your Trust(s). Once you've located that email, then continue watching the video for Training Call #1.
This will help you to complete the "New Client Questionnaire" that was sent to you from RightSignature.com. When you complete this, you'll be giving us the basic information about your new Trust(s).
In about 2 weeks, expect to receive 2 emails: one will come from ShareFile.com and the other from RightSignature.com. The ShareFile.com email will contain a link you'll click to setup your logins on our encrypted file sharing platform. Once you've created your logins, you'll be taken to your folder where you'll find a PDF version of your Trust(s).
Please download the PDF version of your Trust(s). You'll need to review your Trust(s), making sure that names are spelled correctly and that each person is in the correct role. If you approve, then please sign the Trust Approval Form sent to you under separate cover from RightSignature.
If any corrections are needed, please skip the signature page and complete the seeing page to indicate the corrections needed on the Trust Approval Form.
Once we have your Approval, we will print, bind, and ship your Trust(s). You can expect to receive the Trust(s) via FedEx within 5 business days of our receiving your Approval. Upon shipping, your tracking number for the FedEx package will be uploaded to ShareFile. ShareFile.com will email you with a link to it so you can check it to see when you can expect delivery.
In the event that you would like to receive your physical documents at another location, please send an email with the updated mailing address when you send us your Trust Approval Form.
Welcome to the Abundance Group Trust Family! Make sure you join us on Wednesdays and Fridays at noon eastern for our Group Q&A Calls. We deal with Advanced Trust Questions on Wednesdays and Introductory Trust Questions on Fridays. If you can't make it to a live call, you can submit your questions at: https://www.AbundanceGroup.com/questions. We will answer them at the beginning of the next live call.
To join the calls, here is the information:
ht