FOR UTAH ESTATE PLANNING FIRMS
Not Funded. Not Done.
Your client signed the trust. The assets never moved. We execute the retitling - bank, credit union, brokerage, beneficiary designations, deed coordinations - so your firm closes the file with proof instead of a checklist.
“Execution is the only difference between an estate plan and estate hope.”
Are your clients fully funded, or just holding expensive paper?
You know how funded you instructed them to be. Do you know how funded they actually are?
THE EXECUTION GAP
Stop handing your high-net-worth clients homework. Deliver a fully executed estate.
Most firms hand the client a funding checklist, walk them through it once, and assume it gets done. It’s a reasonable assumption, and it’s usually wrong.
Separate calls to every institution, a deed to record, paperwork for each brokerage account, follow-through months after signing, clients get busy and most never finish.
The Verified Funding Report
THE DELIVERABLE
Every asset checked against its source of record; the county recorder, the account registration, the beneficiary designation form; and sorted into three buckets. No hedging, no “probably”. A clean ledger back on your desk.
The trust instrument tells you intent. The recorder, the registration, and the beneficiary form tell you the truth.
Every gap the ledger finds is a scoped, quotable piece of execution work.
WHITE-GLOVE EXECUTION
Four steps.
One clean ledger.
01
Secure Handoff
Your firm sends the trust, amendments, Schedule of Assets, and pour-over will through our intake.
02
Verify
Recorder searches, account registrations, and beneficiary designations checked asset by asset.
03
Execute & Notarize
Institution paperwork submitted and tracked, notarized in-house. Coordinate and track deed recording
04
The Clean Ledger
Your firm closes the file with documented proof.
Not a promise.
Your firm stays the relationship of record at every step. We never interpret the instrument.
We execute against it.
Why firms hand us the funding
Documented Liability Close
Every transfer verified against its source of record and evidenced in writing on your file.
End Paralegal Burnout
Keep your high-level staff focused on billable legal drafting, not waiting on hold with banks.
Notary In-House
No routing clients to a third party; one less handoff, one less point of failure.
100% White-Labeled
We operate invisibly under your brand. Every client touchpoint and report is executed on your letterhead.
A Profit Line, Not a Cost Center
Funding becomes billed, completed work instead of unbillable staff follow-up.
Utah, Not a Call Center
A Utah team that knows how these counties, banks, and credit unions actually behave.
Eight Utah institutions.
Twenty-nine county recorders.
One playbook.
Funding doesn’t fail in the trust instrument. It fails at the counter, a credit union that wants its own certification form, a recorder whose margin requirements differ from the county next door.
We work Utah’s institutions specifically. There is no national script.
WHO YOU’RE HANDING THE FILE TO
A boutique execution team, with purpose
Stockton Estate Group is a Utah administrative execution firm built for one job: moving assets into trusts that were already drafted. Founders, Boomer & Lisa Stockton.
Secure your firm's execution pipeline.
Secure your clients’ legacy.
We partner with a limited number of high-volume estate planning practices to ensure uncompromised quality and turnaround times. Schedule a 15-minute partner briefing to review our wholesale pricing tiers and view a sample of the Verified Funding Report.
QUESTIONS
What partners ask first
Anything not answered here, ask on the intro call. We’d rather over-explain the boundaries than surprise you later.
Are you attorneys? Do you give legal advice?
No. We do not draft trust documents, interpret trust provisions, or advise on legal or tax questions. We are an administrative execution firm: we retitle assets and update designations on written instruction. Anything requiring interpretation goes back to your firm.
How does my firm make money on this?
We bill your firm wholesale, you bill the client retail as part of your fully funded trust package, and your firm retains the margin without adding staff overhead.
Do you talk to my clients directly?
Only as an extension of your firm and under your direction. Your firm remains the relationship of record.
We do not prepare deeds in-house. Deed preparation is handled by a licensed preparer; we coordinate the engagement, track recording, and report the result. Preparation cost passes through at cost plus a stated coordination fee.
Do you prepare deeds?
What if an institution refuses a transfer?
We work the issue with the institution directly — branch escalation, alternate certification forms, corrected paperwork — and keep your firm updated in writing until it resolves or we report it as unresolvable.
Is there a minimum volume?
No minimums and no monthly quotas. Your firm has the absolute freedom to utilize our funding team only when it makes sense for your clients, your staff's bandwidth and your bottom line.
Utah only?
Utah only. Recording practice and institutional requirements don't port across state lines, and depth here is the point.