Funding your trust, together.
Brent gives you step-by-step instructions for every asset, right on your phone. No paper to carry around. Nothing to remember. Just open the portal and follow the steps.
What Brent handles for you
Brent handles the whole picture.
Your trust is two things: a document that captures your personal wishes, and the funding work that makes those wishes real. Brent does both for you — not just the paperwork.
And Brent doesn’t stop at the simple stuff — your house, checking account, retirement plan. He handles your boat, your classic cars, your airplane, your business, your oil, gas, and mineral rights, your art, your commercial property, your overseas investments. The unusual assets get the same care as the everyday ones.
Your customized funding plan.
You get a personalized funding plan from Brent with step-by-step instructions and guidance tailored to you and your trust.
Brent walks through every asset with you.
At your consultation, Brent goes through your assets with you.
Your goals shape every funding decision.
How each asset goes into your trust depends on what you want it to do for you. Two clients with the same assets can end up with different funding instructions, because their goals are different.
After signing, you get your task list.
When your plan takes effect, Brent creates a list of every task needed to fund your trust. You check tasks off as you finish them, and Brent and Paula see your progress.
Brent and Paula can see your progress.
Brent and Paula can see whether your funding tasks have been completed. If something stalls, they can follow up when and if necessary.
How the portal helps you.
Here’s what the portal does for you, every time you open it.
- You see what to do.
- For every asset you own, you get a clear, plain-English instruction. No legalese to decode. No guessing about the right move. Just the answer for your situation, so you can act on it.
- You can understand the why — or skip it.
- Each instruction comes with the reasoning behind it. If you want to know why one asset gets retitled and another gets a beneficiary designation, the answer is right there. If you’d rather just follow the steps and move on, do that. Either way, the choice is yours.
- You walk into the bank prepared.
- For every call you may have to make — to the bank, the brokerage, the county recorder, the insurance company — the portal gives you a script. What to say. What to ask. What to do if the person on the other end says it’s complicated. You go in knowing your lines, not making them up.
- You can trust what you read.
- Banks change their procedures. State law evolves. Brent maintains the content himself, so what you read today reflects how things work today. You don’t have to wonder if your information is still right.
You choose how hands-on
Do as much — or as little — as you want.
If the task is yours
- You get step-by-step instructions for your asset.
- The portal gives you the answer, the reason, and the script for the call.
- If you get stuck, Brent is a phone call away.
- You check tasks off as you finish them.
If the task is Brent’s
- You do nothing. Brent handles the work.
- Brent coordinates with your CPA, financial advisor, or other professionals.
- Brent reaches out, follows up, and updates your task list.
- You see the work happen as tasks get checked off.
Three ways to handle what comes next.
When something new lands in your name — a boat, a brokerage account, a piece of land, an inheritance, a 401(k) rollover — you have three ways to handle it.
Do it yourself
Open the portal, find the asset, follow Brent’s steps, and use his script when you make the call. Many people finish in a single sitting.
Schedule a consultation
Prefer to have Brent walk you through it? Book a meeting and bring the details. He’ll handle it during the appointment or map the steps for you.
Set up a periodic review
On a cadence that fits — annual works for most clients — Brent reviews your trust funding to look at whether your assets are titled correctly and whether your plan still reflects what you want.
A quick self-check that points you to what you need.
“Brent took the time to truly understand our situation.”
— D.M.
This testimonial reflects one client’s personal experience. It does not guarantee or predict the same or similar results for any other person.