Trust Asset Coordination Session

The Trust Asset Coordination Session is a half-hour meeting with an attorney included with your Rilus Law estate plan. In this meeting, you will work together to complete the attorney funding recommendations form. This form designates which assets and accounts should be owned by the trust and how to designate the beneficiaries of IRAs, life insurance policies, and other assets. If you have a financial advisor, we encourage you to invite them to this meeting.

What should I expect at the Trust Asset Coordination Session?

Your Trust Asset Coordination Session will be scheduled two to three weeks following the signing of your documents.

First, you will receive your updated legal plan. This includes a binder that contains all of your legal documents and some simple tools to help you organize your financial statements and other important information.

Next, the attorney will review each of the assets listed on the inventory you completed for the Personal Family Legal Session and make recommendations on how each asset should be titled. This includes reviewing the beneficiary designations for your life insurance and retirement accounts (IRA, 401k, Annuity, Pension, etc.).

Learn more about Trusts and why you may want one.

Interested in a Trust for Your Estate Plan?

Schedule Your Free Personal Family Legal Session

What Our Clients Say About Us

“Rilus Law has helped us with our trust. Each experience has been informative and helpful. They are professional and ready to assist you.”
Olga T.
“Estate planning can be very complex, however, Rilus did all the heavy lifting for us and made the process easy to understand, and provided us with insights and strategies that hadn’t been explored by our previous attorneys. The paralegal and office staff are also experts in their field and are very friendly and helpful as well. It’s a pleasure working with these folks, and we couldn’t be happier with our results. It’s a great feeling to know that our planning needs have been expertly handled.”
Mary G.
“Professional, friendly, and very accommodating. I was on a time restriction and Rilus Law sped up the process to meet my scheduling needs. A great team, super positive, and a pleasant experience from all levels in the organization. I would highly recommend.”
Troy K.
“We just had our trust and will updated. The initial will and trust was done with Rilus back in 2014. We were very happy with our first experience and when it was time to update, we went back to Rilus Law. We found the team to be professional, very informative, simplified the process for us, personable and flexible. We feel very confident about our updated trust and will.”
Fay P.
“Went to Rilus Law for a trust checkup. Rilus Dana is very professional, trustworthy, and honest. I recommend Rilus Law for all my legal help.”
Michael A.
“Being a previous paralegal, I was more than impressed with Mr. Dana. He took his time to explain all the choices we had available and was patient in explaining everything thoroughly. Even though he is professional, he is also personable. Just recently we had to, again, obtain his advice. Again, he gave serval options and explained each so that we could make a knowledgeable decision. Highly recommend him for any estate planning and problems; probate, etc.”
Carol D.
“My parents worked with Rilus Law to set up a will and trust in 2019. The entire process was smooth and professional. Little did we know that we would have to invoke the will after my father's passing in a few short years after the setup. Rilus assisted and educated us during the process. I recommend Rilus and the rest of the team for your legal needs.”
Supreet N.
“Had a great experience. Rilus Law was very professional and attentive. Listened to all my concerns and gave great advice. They are there for you and your needs and not just to get paid. Would definitely recommend them.”
Melody C.
“Although the subject matter is quite serious, Rilus Dana made the entire experience comfortable, understandable, and professional. It was a wonderful experience and I would definitely recommend them if you’re in the market for creating a trust or a will. Super people!”
Anastasia K.
“Great service, a great attorney. Efficient, thorough, and affordable. I highly recommend them. Estate planning is not just for millionaires, it is the next step to make your loved ones feel at ease.”
Jay H.
“We completed our original will and trust with Rilus Law in 2014 and now an update in 2022. During both occasions, we found Rilus to be professional and to provide excellent service. He makes a complicated process easy for us laymen. We highly recommend him and his team.”
Michael P.