Updating Program
Please fill out and click SUBMIT at the bottom of the form.
Your Name
*
Your File #
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Cell Phone
-
Area Code
Phone Number
Email
example@example.com
Please check one of the following:
*
Please send me a trust summary to review for possible updates and/or changes - no fee. (recommended if your trust was created or updated more than 5 years ago)
Please contact me to schedule a meeting to review the trust and/or trust funding (this includes a trust summary) - $375 fee. WE CAN DO VIDEO MEETINGS!
No action necessary at this time.
Please check one of the following:
*
Please create my Online Client Portal and email the activation link to me - no fee.
My Online Client Portal is already created.
Do not create an Online Client Portal at this time.
Comments
Click in the box
*
If you need to make a payment, go to
www.kuczek.com/escrow
SUBMIT
Should be Empty: