1. What is a trust?

2. What are the common types of trusts?

3. What goes into a trust?

4. What can trust do?

5. As a Financial Advisor do I need to be concerned that you will bring the investments in-house at some point.

6. Do you work with most custodial platforms?

7. Do you charge anything to look over trust documents?

8. If I name you now as a future trustee, do you charge anything until you become active trustee?

9. How flexible is your fee schedule?

10. Is it easy to transfer trustees? Or How difficult is it to transfer trustees?