ADDITIONAL RESOURCES

Trust Funding Workbook

Did you know that only 1 in 3 trusts are done correctly?  9 out of 10 are due to improperly funding of the Trust. Funding means transferring assets to the trust. Use this workbook to correctly fund your trust.

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Request an amendment

You can make an amendment or change to your trust.  Writing a change in the documents does not legally change the trust.  There are no costs for amendments, changes, or updates for Trusts completed through All About Trust or Lead with Trust.  The average cost of an amendment is only $100.

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What’s the difference between a Will vs Trust?

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Schedule an appointment to meet with Curtis Olsen

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Join our referral program for
a Resort Vacation Giveaway!

We have a trust referral program you will not want to miss! For each trust referral, an entry is placed in a monthly drawing. Your entries are not removed until you win. Multiple referrals generate exponential chances to win. This is not a cheesy vacation, it’s a weeklong stay in a resort of your choosing!

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Join our “Lead with Trust” Affiliate Program

When you become an affiliate, you add estate planning to your portfolio of services offered.  We do all the work, you get a personal landing page, flyers and brochures, and compensation.  Start with you past clients, help them do their estate planning through Lead with Trust and receive compensation up to $500 for each Estate Plan.

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Update your HIPPA Waiver

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Life Exec Sign Up

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Blueprint for Life

Thank you gift for visiting the site!

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Address

AAT Document Services Inc.

388 W 1360 N, American Fork, UT 84003, United States


Contact


P: (801) 680-1217