Your Outsource Resource, LLC
Funding Services
Services Provided by Your Outsource Resource, LLC.
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Trust & Medicaid Funding Services
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Initial Funding
- Preparation of an Asset Report for easy allocation and review
- Preparation of an Answer file for your Software Program (if you use Funding Software)
**NO FUNDING SOFTWARE NECESSARY**
- Preparation of all transfer documents including
step-by-step instructions for signing, instructionInitial Funding
- Preparation of an Asset Report for easy allocation and review
- Preparation of an Answer file for your Software Program (if you use Funding Software)
**NO FUNDING SOFTWARE NECESSARY**
- Preparation of all transfer documents including
letters, institution-specific forms and
confirmation letters
confirmation letters
- Processing and mailing of all documents
- "Bulldog" follow-up to obtain written verification for all funding actions
Funding Completion Report for you to present to your client
- "Bulldog" follow-up to obtain written verification for all funding actions
Funding Completion Report for you to present to your client
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l$60 per asset transaction for the first 10, then $55 per asset transaction after 10; plus a nominal, one-time postage fee
| Proactive, aggressive follow-up to get it done fast |
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Funding "Verification"
An option for clients who will handle their own funding or whose financial advisor will handle their funding and YOR will oversee it.
This option minimizes the amount of "unbillable" time your team spends answering funding-related questions after the plan is complete."
- Communication of Funding Table & allocations to the client and/or Financial Advisor
- Fielding of funding questions
- 30/60/90 day follow-up to check progress
- Review of verifications
$199 for up to 10 Assets
$249 for 11 to 15 Asset
$299 for 16+ Asset
Funding Updates
Funding "Lite"
lAn option that leaves the follow-up to the client
Includes:
- Preparation of Funding Table for easy allocation and review
- Preparation of Asset Transfer Pkg: includes step-by- step instructions, transfer letters and company- specific forms
Client is responsible for mailing documents and conducting follow-up
Includes:
- Preparation of Funding Table for easy allocation and review
- Preparation of Asset Transfer Pkg: includes step-by- step instructions, transfer letters and company- specific forms
Client is responsible for mailing documents and conducting follow-up
l$125 for 1 to 5 Asset Transactions
$250 for 6 to 10 Asset Transactions
$375 for 11 to 15 Asset Transactions
$25 for each Asset Transaction above 15
$250 for 6 to 10 Asset Transactions
$375 for 11 to 15 Asset Transactions
$25 for each Asset Transaction above 15
Funding "Verification"
An option for clients who will handle their own funding or whose financial advisor will handle their funding and YOR will oversee it.
This option minimizes the amount of "unbillable" time your team spends answering funding-related questions after the plan is complete."
- Communication of Funding Table & allocations to the client and/or Financial Advisor
- Fielding of funding questions
- 30/60/90 day follow-up to check progress
- Review of verifications
$199 for up to 10 Assets
$249 for 11 to 15 Asset
$299 for 16+ Asset
Funding Updates
lUpdate of asset report with new values & accounts
l$99 per update
lUpdate includes 1 new asset transaction; additional transfers are $60 per asset transaction
$129 per update
additional transfers are $60 per asset transaction plus a nominal, one-time postage fee
$129 per update
additional transfers are $60 per asset transaction plus a nominal, one-time postage fee
| Client-friendly by minimizing additional paperwork and signature requirements |
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Preparation and Recording of FL Deeds $225 (includes Recording Costs up to $25)
National Deed Prep Referral Service
Need a deed prepared in any state in the U.S.? Save time hunting and email us for a recommended law firm, including their pricing and contact information. We do not charge for this referral service.
"Done" means confirmed in writing
| We interact with your client as much or as little as you prefer. |
