Documents and Deeds
Pour-Over Will
What is the name of the document that acts as a safety net to any assets not transferred to a trust and names a guardian for minor children?
The Bascom Law document that provides the 3 pieces of information to change ownership of assets to a trust
What is a Funding Packet?
This is the 3rd key in Bascom Law's 4 keys to a Successful Estate Plan
What is training your helpers?
The firm's original phone number
What is 770-889-3911?
The correct way to have legal documents witnessed and notarized in Georgia
What are 2 Witnesses and 1 Notary (over the age of 14)?
The 3 most important pieces of information you need to know when retitling an asset to a trust
What are Trust Name, Trust Birthdate, and Name of Trustee(s)?
This is what CUPP stands for
What is Client Updating Protection Program?
This is the job title Mike held to pay his way through Law School
What is Butcher Bascom?
A planning tool that allows property & assets to avoid probate court and pass to beneficiaries quickly and privately.
What is a fully funded Trust?
This is what "LLC" stands for
What is Limited Liability Company?
Protecting the privacy and security of client information is essential to maintain client trust and comply with legal and regulatory requirements.
What is attorney client privilege/ confidentiality?
The holiday 2 of our staff members share a birthday on (bonus points if you know who)
What is Pi Day? (Mike and Kat)
Pt-61 Form
What is the name of the form to be filled out first in the process of recording a signed deed?
Examples of these include checking accounts, savings accounts, real estate, promissory notes, 529 Plans, money market accounts, etc.
What are assets you change Ownership/ Title of?
These are the 2 only numbers we are allowed to share with others outside of the firm
What are the percentage we are to hitting the monthly revenue goal and personal salary?
The number of years Laura has worked for Mike
What is 27?
The 3 ancillary documents that reference our T-2 clients birthdays
What are Advance Directive, HIPAA Authorization, and Legal Directives?
Examples of these include leased vehicles, credit cards, time shares, stock options, etc.
What are assets you do not change ownership of?
These are the Bascom Law Core Values
What is G-R-O-W?
Good, Better, Best
Ridiculous Responsibility
Obstacles are Opportunities
Who not What
This is national estate planning awareness week in 2024
What is October 21 - 27, 2024?