Generate Transfer Documents to Fund the Trust
Generate grant deeds, LLC assignments, and transfer documents
How Sqyro compares
WealthCounsel includes some transfer document templates in premium plans ($300+/month). Most attorneys draft transfer documents manually. Sqyro generates customized transfer documents (grant deeds, LLC assignments, beneficiary changes) integrated with the trust funding tracker in plans starting at $199/month.
How to
- 1. Ask Sqyro to create transfer documents
Example: 'Generate a grant deed to transfer 123 Main St into the Smith Family Trust'