FOR UTAH ESTATE PLANNING ATTORNEYS
Not Funded. Not Done.
You draft the trust. We fund it and hand you the proof, under your firm’s name.
No retainer, no minimums. Start with one file.
In-person notary | At home or at the bank
All 29 Utah counties | Recordings confirmed
Your letterhead | Under your name
E&O insured | Certificate on request
Your client planned for their family. Did the assets ever move?
WHAT YOU RECEIVE
Most clients leave with a funding checklist and stall. We finish the work and give your firm a Trust Funding Ledger proving every asset is done.
WHITE-GLOVE EXECUTION
Four steps. Your staff touches one.
1
Quote at signing
Count the assets and quote your client from our rate card.
2
Send the file
Upload the trust and schedule. Intake confirmed the same day.
3
We fund it
Forms, in-person notarization, and follow-up until each change is confirmed.
4
You get proof
A completed ledger on your letterhead, in about six weeks.
Encrypted intake confirmed
About 6 weeks to a complete ledger
Weekly status updates
SCOPE
Every asset on the schedule
Accounts
Bank, credit union, and brokerages including Schwab, Fidelity and Vanguard.
Beneficiaries
IRAs, 401(k)s, life insurance, and annuities updated as your firm directs.
Real estate and entities
Homes, cabins and rentals. Deeds drafted by your firm or our title partner.
Not included: property outside Utah, legal or tax advice, and interpreting the trust.
A profit line for your firm, not more staff
PRICING
Flat rates you can quote at the signing table. A $495 base per file plus a flat fee per added asset. You set your client’s price.
$2000
Example client retail price for full funding.
$1,395
SEG fee: 1 Checking, 4 brokerage accounts and a personal residence
$605
Your firms profit, with no extra staff.
Engagements start at a predictable $495 base, with transparent flat rates for additional assets.
Wholesale pricing
Retail margins
Offer fully funded trust packages at your premium rate. You capture the margin; we capture the administrative friction.
Zero overhead
Expand your firm's service offerings without adding a single W-2 salary to your payroll.
Founding partner rates locked for 12 months.
WHO HANDLES YOUR FILES
A Utah team, at your client’s kitchen table.
Led by Boomer and Lisa, Stockton Estate Group is structured strictly as an administrative back-office.
Founders on every file
Utah Notary
Non-solicitation in writing
Encrypted in-take
E&O insured
QUESTIONS
What partners ask
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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.
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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.
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Never. We work under your name, and a non-solicitation is in our written agreement during the partnership and two years after.
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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.
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Utah only. Recording practice and institutional requirements don't port across state lines, and depth here is the point.