IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

This is an acknowledgement that you would have a client sign upon completion of the signing of their IRA Inheritance Trust®, so that they realize the importance and impact of contacting the IRA custodian and appropriately taking the steps necessary with the IRA custodian to ensure that the IRA plan is appropriately in place to maximize the stretchout and IRA Inheritance Trust® strategy.
Includes: Modifiable Microsoft Word file, plus Instructions for Use.