FOR UTAH ESTATE PLANNING FIRMS & WEALTH MANAGERS
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.
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.
THE EXECUTION GAP
An unfunded trust is a structural vulnerability on your file
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.
Are your clients actually funded, or just holding expensive paper?
You know how funded you instructed them to be. You don’t know how funded they actually are.
THE DELIVERABLE
The Verified Funding Report
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
04
Verify
Recorder searches, account registrations, and beneficiary designations checked asset by asset.
Your firm stays the relationship of record at every step. We never interpret the instrument. We execute against it.
03
Execute & Notarize
Institution paperwork submitted and tracked, notarized in-house. Coordinate and track deed recording
The Clean Ledger
Your firm closes the file with documented proof.
Not a promise.
Why firms hand us the funding
Documented Liability Close
Every transfer verified against its source of record and evidenced in writing on your file.
Notary In-House
No routing clients to a third party; one less handoff, one less point of failure.
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.
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