Please share the recording of your virtual Planning Session. I have changed my approach to the virtual FWPS, but seem to have to 1-2 additional emails after the session to get the engagement letter signed and get the ball rolling. I would love to see how you handle it.
I shared them on another post. @Carly Karpovagewould you be able to direct Rozi? Thanks!
Hi @Rozita Yacobi I am just seeing this thread, so sorry for the delay.
Here are the 2 recordings Shane shared previously:
I established a trust for a couple with a minor child. The couple has a property in Essex County, New Jersey.
I wanted to transfer the asset into their trust.
I have prepared the following documents:
(1) Bargain and Sale Deed Without Covenants,
(2) Affidavit of Consideration For Use By Sellet, and
(3) Seller's Residency Certification/Exemption.
The Essex County assessor's office does not answer any calls and I wanted to make sure that I prepare and file the correct documents without incurring transfer taxes and reassessment.
At your convenience, please let me know if you would be able to assist me in handling this property transfer. My remote office number is (424) 245-4867 or email at firstname.lastname@example.org.
Looking forward to hearing back from you.