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Available Online

Initial Consult for Trust Administration

A Foundational Meeting to Answer Your Questions

1 h
Complimentary
Initial Online Appointment

Service Description

Our Vision Meeting is a complimentary meeting to help clarify and verify your needs. In this session we will meet each other and make sure we are the right fit. Sometimes you will want to jump in to the nitty gritty because you have a base knowledge of your needs and other times you will need some more time and education on the solutions because you don't know where to start! Either way we will meet you where you are in the process. Here is what to expect from our time together: 01. An introduction and get to know each other 02. Your burning questions and answers 03. An educational approach to trust administration and services 04. A custom recognition of your specific needs 05. An overview of the process 06. An fee quote on the proposed service 07. A potential connection or referral for additional needs outside of our scope 08. A clear instruction on next steps if desired


Contact Details

650-600-1773

hello@goldengatetrusts.com

50 Woodside Plaza suite 825, Redwood City, CA 94061, USA


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