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Schedule an introduction for your Successor Trustee and Beneficiaries with AEP and your Advisor. Meeting a caring professional in advance ensures your loved ones already have a familiar, trusted guide when emotions run high — helping them feel supported, understood, and reassured. We review the basics of estate planning, NOT the specifics of your plan, unless you request for us to do so. We also provide an overview of their role and responsibilities, and how to contact us when the time comes.

We provide essential trust administration services to help clients manage and organize trust structures efficiently. From obtaining EINs to coordinating trustee acceptances and splitting trusts, we handle key administrative steps with accuracy and care. Our Trust Administration Services Include- Obtaining Employer Identification Numbers (EINs) We secure separate EINs from the IRS for each trust to establish them as independent tax entities. This is essential for trust banking and tax reporting. Trust Splitting and Asset Allocation When required, we facilitate the legal division of a trust into multiple sub-trusts or separate trusts—often for tax planning, beneficiary distributions, or restructuring purposes. We ensure all documentation and asset transfers are handled in accordance with the trust's terms. Trustee Acceptance Coordination We prepare and manage trustee acceptance documents, ensuring that newly appointed trustees formally acknowledge and accept their roles and responsibilities.

Never drop the ball or miss a critical planning detail. Our Redtail workflows help you get from A to Z as efficiently as possible. They also provide insight and reminders on prospecting opportunities and the essentials of trust-funding. The Pro Series includes everything in the the "Essentials" workflow package (firm onboarding and submitting a Trust-Based Estate Plan). PLUS workflows for New Will-Based Estate Plan, Encore Plan Review, Outside Estate Plan Review and Summary, NewTrust-Funding, and Successor Trustee Meetings. Next Steps: After purchasing the workflows, you will need to be approved as a member. DO NOT BOOK your appointment for implementation until you are prompted to by AEP or until Redtail has added the workflows to your account. Your account information will need to be reviewed and approved by AEP to provide the best experience possible. Next, if you are not the dashboard owner, they will be contacted by Redtail for permission to add the workflows to their account. Once your account within AEP and the dashboard owners' permission have been verified, workflows will be available for use within several business days. After the workflows have been added to your account, you must assign the correct user/team to each task. PLEASE NOTE: assigning tasks to the workflow template area under account management will help avoid assigning the same task repeatedly. You will notice new appointment types have been added to your scheduling options. The new appointment types within your account trigger automation after selecting a specific appointment type. i.e. Schedule an appointment and select EP Intro - New TBEB for the category. The New Trust-Based Estate Plan workflow will auto-populate for that specific client. For more information on creating appointment type or assigning tasks within workflows, here are two helpful Redtail How-To articles. The Basics of Workflows and Assigning Tasks-https://support.redtailtechnology.com/s/article/Workflows Live Application of Workflows- https://youtu.be/tynIhsVV3YA?feature=shared

Learn how outsourced estate planning helps advisors expand their services, increase revenue, retain generational assets and strengthen client bonds. All without the headache of implementing a new service within your practice. AEP is a turnkey solution for advisors looking to: -Expand services without costly and lengthy implementation processes. -Uncover new opportunities with existing clients. -Bring immediate value to current and prospective clients. -Reduce their prospecting costs and meet with qualified leads. -Receive current client data -Receive custom funding instructions.

Never drop the ball or miss a critical planning detail. Our Redtail workflows help you get from A to Z as efficiently as possible. They also provide insight and reminders on prospecting opportunities and the essentials of trust-funding. After purchasing the workflows you will need to be approved as a member. DO NOT BOOK your appointment for implementation until you are prompted to or are notified that Redtail has added the workflows to your account. Your account information will need to be reviewed and approved by AEP to provide the best experience possible. Next, if you are not the dashboard owner, they will be contacted by Redtail for permission to add the workflows to their account. Once your AEP account is active and the owner's permission has been verified, the workflows will be available within several business days. After the workflows have been added to your account you will need to assign the correct user/team to each task. PLEASE NOTE: assigning tasks to the workflow template area under account management will help avoid assigning the same task repeatedly. You will notice new appointment types have been added to your scheduling options. The new appointment types within your account trigger automations after selecting a specific appointment type. i.e. Schedule an appointment and select EP Intro - New TBEB for the category. The New Trust-Based Estate Plan workflow will auto-populate for that specific client. For more information on creating appointment type or assigning tasks within workflows, here are two helpful Redtail How-To articles. The Basics of Workflows and Assigning Tasks-https://support.redtailtechnology.com/s/article/Workflows Live Application of Workflows- https://youtu.be/tynIhsVV3YA?feature=shared

This consultation is for clients without a Financial Professional. If we determine that you need specific financial advice we will provide you the name and contact information for a qualified professional in your area. After deciding whether you need a trust-based or will-based plan, if you choose to move forward within the next six months, your payment for the session will be applied to your estate plan costs! What are the differences between the three plan types we offer? Decide what you need and whether you are ready to get started. If you choose to complete your Estate Plan, your consultation fee will be applied toward the cost of your Estate Plan.

Completing your estate plan is easier than you think. Most of the work is done by those you hire to prepare the plan and help you complete the funding. That's us, AEP your Estate Planner. We work with your financial advisor to ensure your estate plan is completed and, if necessary, fully funded. Every client is unique, and we'll show you the differences between the plan types we offer and how they may affect your estate and its administration after you pass. If you select a trust-based estate plan we also provide guidance regarding what assets need to be owned by the trust and what assets should be owned by you. Making the right decisions now will help you avoid probate, unnecessary taxation, and lengthy or costly estate administration processes in the future. After deciding whether you need a trust-based or will-based plan, if you choose to move forward within the next six months, your payment for the session will be applied to your estate plan costs!

As the years go by, it can be challenging to remember the who, what, and when of your original Estate Plan. This meeting will help break down those specifics. Moreover, as our lives and circumstances change over the years, your Estate Plan must reflect your current wishes. Good News! If changes are needed to a plan prepared by EncorEstate Plans, the costs of updating the plan are very reasonable!

Planning session for Will or Trust-Based Estate Plans and Powers Packages.

A review of or updates to funding instructions for existing estate plans completed thru AEP

A review of current accounts and new funding instructions for existing estate plans completed outside of AEP

As the years go by, it can be challenging to remember the who, what, and when of your original Estate Plan. This meeting will help break down those specifics. During our meeting, you will be provided with a Visual Estate Plan Summary to help you clearly remember these key aspects in years to come. A copy of your current Estate Plan, in its entirety will need to be provided 10 business days before your meeting. Email a copy of your plan to support@advisorsep.com