SUCCEED TRUST AGREEMENT REVIEW

I want to congratulate you on completing steps 1 to 4.  Now we are ready to start your Trust review process to prepare you for the Trust Notary appointment.  

Below is the Trust agreement videos that you will need to watch in full before scheduling your next appointment for the Trust Review.

Make sure you write down all of your questions pretaining to the Trust agreement itself.  Those questions will be addressed in your Step 5 meeting with the Trust Review Specialist.   

Congratulations again on moving forward in your trust formation process.  We look forward to getting completed for you.  

Thank you for making it your choice to Succeed.  

Russel R. Thompson, MBA - CEO