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Trust documents – Trust Cert.
Full PDF Trust
Rosen Opinion
Auto fill settlor E-sign signature pages
Rosen Certificate of Audit protection
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Your Selected Solution
Original 643b Compliant Trust
- TDS Engagement Agreement
- TDS Invoice for Retainer
- Application – Form
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- Email Trust Cert & EIN # Confirmation
- Send TDS Invoice
- TDS Invoice for implementation fee
- Email to HIRE CPA & Attorney