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TrustBot - Trained from the webinar recordings

TRUST TRAINING RECORDINGS

Instructions

March 9, 2024

March 9, 2024

These are the recordings for each training module. To access click on the title. 

Please write down or copy the passcode to your clipboard and enter when transferred to the Zoom website!

March 9, 2024

March 9, 2024

March 9, 2024

Trust Overview

Passcode: &lFp5.q3

Module 1

March 9, 2024

Module 1

BANKING & TRUST SETUP 

Passcode: 7Z$u8&=d

Module 2

Module 2

Module 1

ADVANCED DIRECTIVE/PROFIT & LOSS/ HOUSEHOLD BUDGETING

Passcode: ce#0=PWr

Module 3

Module 2

Module 3


LIFE INSURANCE (with Pamela Allen)

Passcode: 3%6r3mS^

Module 4

Module 2

Module 3


PROPERTY TRANSFER INTO YOUR TRUST

Passcode: k.8ZQjP*

Module 5

Need Support?

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TRUST WALKTHROUGH Q&A

tU8H6Rr!

  • Paying Credit Card Bills with Trust
  • Loans from the Trust or from an IUL
  • Amending the Trust to be as specific as possible (they all start out generic)
  • Trust Account - critical initial step
  • Trust Funding - Home( send deed to India), Business
  • IUL - Trust as beneficiary and owner
  • Life Event Changes -> Amendments
  • Amending the Trust on your own?

Need Support?

Need Support?

Need Support?

Support Contact email support@acuracountsinc.zohodesk.com

Phone Support: 877-347-7311



AcuraCounts, Inc. 

1925 Century Park East Suite 1800

Los Angeles, Ca 90067

Mid-Atlantic Office

5850 Waterloo Rd.

Columbia, MD 21045

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