Trust padlet by https://padlet.com/c_bruce2/53yhwl08kd4g0oxk en-us 2023-11-17 05:08:35 UTC 2023-11-25 02:29:07 UTC hello@padlet.com Trust checklist c_bruce2 https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2798083703 - copy 2022 tax return 

- obtain copy of ETW GST TRUST

X sign advisory agreement for Level Wealth 

- send bank statement to Drew


]]> 2023-11-21 14:58:12 UTC https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2798083703 Assets : Mom & Pop c_bruce2 https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2799531728 RETIREMENT BENEFITS

HRLTP

GIFTING

PROPERTY : ETW property

                Grandchildren property 


]]> 2023-11-22 15:19:13 UTC https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2799531728 ETW GST TRUST c_bruce2 https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2799537800
ESTABLISHMENT &  INTENT

BENIFICIARY

STRUCTURE 

USE

CONTENT


]]> 2023-11-22 15:25:04 UTC https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2799537800 NEXT STEPS c_bruce2 https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2799563478
WEALTH MANAGEMENT PLAN

ACCOUNTANT

GIFTING / USE PLAN

FINANCE EDUCATION ]]> 2023-11-22 15:50:00 UTC https://padlet.com/c_bruce2/53yhwl08kd4g0oxk/wish/2799563478