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FundingPro Legal Support Q&A

FundingPro Legal Support Q&A 2026

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The document is a Q&A guide from FundingPro™ Legal Support addressing common inquiries from members regarding the transfer of assets into living trusts, including LLC ownership, closely held stock, and real property. It provides detailed advice on procedures for asset funding, challenges faced in obtaining confirmations from institutions, and best practices for managing safety deposit boxes and cemetery plots. The guidance emphasizes the importance of proper documentation and communication with financial institutions to ensure successful asset transfers.

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