Trust Funding Coordinator

You've done this work before — maybe at a bank's trust department, an insurance company's beneficiary services team, a title company, or another estate planning firm. You know the drill: calling institutions, chasing down beneficiary forms, making sure a deed actually gets recorded, and explaining to a nervous client why "funding" their trust matters just as much as signing it. Carolina Estate Planning is a fast-growing estate planning, probate, and fiduciary litigation firm serving physicians,…