Funding Services
Asset retitling within estate and entity structures
Clarity and confidence in every asset.
Our mission: We believe in minimizing the friction associated with the oversight and management of assets during life and upon death. The building, management, and administration of wealth should bring clarity and confidence to the asset owner and their advisors on a daily basis, because people deserve better ways to build, secure, and fulfill their legacy.
Gather
You, your advisor, or your attorney upload deeds, account statements, insurance policies, and other asset documents to a secure client workspace.
Track
Each asset is recorded in your Table of Assets with its type, value, current ownership, and the ownership your estate plan calls for.
Flag
Any asset whose ownership does not match your plan is flagged for review, along with the details needed to determine next steps.
Execute
We assist in retitling each asset to its recommended owner and record every transfer from start to finish, so your plan is fully funded.
