Stockton Estate Group

[CONFIRM BEFORE PUBLISHING — only state this if the white-label model is operationally true and reviewed.] You bill your client a retail rate for the funding work; we bill your firm wholesale. The difference is your margin, with no added staff time.

Do you talk to my clients directly?

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.

[CONFIRM — must match the answer above.] Only as an extension of your firm and under your direction. Your firm remains the relationship of record.

Do you prepare deeds?

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.

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. We're taking a small number of partner firms right now and would rather do one file correctly than ten at capacity.

Utah only?

Utah only. Recording practice and institutional requirements don't port across state lines, and depth here is the point.

THE ACID TEST

Send us one file.

One client, one scope, one Verified Funding Report. No retainer, no minimum, no commitment past that engagement. If it doesn't earn the next file, it didn't work.

Utah's trust funding execution partner for estate planning firms and wealth managers.

Stockton Estate Group is not a law firm and does not provide legal or tax advice. We do not draft or interpret trust documents.

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Corporate Headquarters
South Jordan, UT

Partner Inquiries
partners@stocktonestategroup.com
Phone: 801.336.4614

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