Asset Protection Trust: How to Sign and Notarize

 

In this video, Zach walks clients through the final steps of completing their Asset Protection Trust after the documents have been prepared. He explains exactly where to sign, how to properly notarize the trust documents, and the importance of ensuring everything is completed correctly. Once the signing is finished, clients are instructed to scan the entire signed package and send it back to the firm so the team can review it for accuracy and confirm that everything is in order before they move on to funding the trust.