Step I. Let us know about you and your basic financial situation.
New Client Interview
Step II. Fill out a form for each account to be opened.
Individual Account (non-retirement)
Joint Account (Joint Tenancy, Community Property, Tenancy in Common, etc.)
Personal / Taxable
Revocable Trust (Living Trust, Family Trust, Inter Vivos, etc.)
Irrevocable Trust (Bypass Trust, Irrevocable Grantor Trust, ILIT, Credit Shelter, etc.)
Trust & Estate
Individual Retirement Account (Traditional IRA, Roth IRA, Rollover, SEP)
Retirement Plan (401k, 403b, Cash Balance, etc.)
Donor Advised Fund
Charitable Trust (CRT, CLT)
Step III. Upload any relevant account statements and a copy of your ID.
Secure Upload Portal