Logo
Submit a request Sign in
  1. Have a question?
  2. United States
  3. Legacy Expenses, Gifting - Gifts, charitable gifting, and their use in estate planning

Grantor Revocable Trust

Avatar
Jamie Phelps
Updated October 21, 2022 13:35
Follow

In this video, we review how a Grantor Revocable Trust functions in the Voyant software and how to enter one into your client's plan.

 
 
 
 
 

Related articles

  • How can I use Voyant to show the impact a Loan Trust has on a client's Estate?
  • Where to find the Plan Start date - US
Submit a request
Privacy Policy

Powered by Zendesk