Your trust, step by step
Setting up your Irrevocable Life Insurance Trust is simpler than you think. Here's what to expect.
Your advisor gets us started
They submit your info through our secure form. Nothing needed from you yet.
We send documents to preview
You and your trustee get a preview email before we meet. Read at your own pace.
We meet and walk through it
A Zoom call where we explain everything and answer all your questions.
We draft your documents
Trust agreement, exhibits, certification, spousal waiver — all customized for your family.
Your closing package arrives
You get your package, your trustee gets theirs — each with exactly what to sign.
Sign with any notary
Most banks do this free. Sign, notarize, and return the originals within 10 days.
We set up the tax ID
We apply for your trust's EIN with the IRS. Takes 10 minutes. Fully handled by us.
Setup complete ✓
Bank account opened, policy set up, CPA engaged. Your trust is live.
Each year — about an hour
You gift money to the trust. Your trustee sends a short notice, waits 30 days, pays the premium. Your CPA handles the rest.