You Build the Architecture. We Execute the Funding.
A brilliant estate plan fails if the assets are never retitled. Stockton Estate Group is the private, white-glove implementation team for Utah's elite CPAs and Estate Attorneys.
We handle the bank red tape and county deed recordings to protect the step-up in basis and keep your clients out of probate.
The Problem
The Execution Gap
The vast majority of living trusts fail because clients never actually retitle their real estate or brokerage accounts. The legal binder sits perfectly drafted, but materially empty.
The 1099 Mismatch
When Schedule B 1099s arrive under personal SSNs instead of Trust EINs, the tax strategy collapses in probate. The heirs risk losing the Step-Up in Basis, and you are stuck hunting down lost assets for a messy, unfunded 1041.
The Margin Killer
Your firm cannot afford to spend billable hours sitting on hold with Vanguard or fighting with out-of-state county recorders over deed margins.
The Complete Execution Engine
Deed Recording
We map and record deeds, navigating hyper-local county margin and cover-sheet requirements across out-of-state jurisdictions.
Entity Assignments
We execute the administrative transfer of nested LLCs, LPs and corporate business interests directly into the Trust.
Financial Retitling
We coordinate and prepare the paperwork for the Medallion Signature Guarantee process and navigate NIGO (Not In Good Order) rejections for brokerages and retail banks.
Kitchen-Table Signings
We deploy our executive mobile notaries directly to your clients' homes to secure wet-ink signatures with complete execution certainty.
The Frictionless Partnership
1. The Warm Handoff
You introduce the client to our team. Once engaged, we securely intake the asset inventory directly, requiring zero administrative heavy lifting from your firm.
2. The Execution
We act as your execution engine. We take the exact transfer directives and systematically navigate the bureaucratic red tape, bank pushback, and notarization.
3. The Clean Ledger
You receive a fully funded trust ledger, ensuring the physical assets are aligned with your tax strategy.