How it works

One trust. Every institution. One file.

Eight steps, three phases. Here is who does what, and what you see at each point.

  1. 01Set upSteps 1 to 3 · You
  2. 02PrepareSteps 4 and 5 · Six Clerks, Enumero Law
  3. 03ExecuteSteps 6 to 8 · Together
Who does it:YouSix ClerksEnumero LawNotary
Phase 1

Set up

You, with us on call

  1. 1

    Open your file

    Create your account and sign an engagement letter with Enumero Law, the firm that does the legal work on your file.

    You
    Your fileEngagement letter signedOpen
  2. 2

    Upload your trust

    The trust and any amendments, once. Co-trustees join by invitation.

    YouCo-trustees
    DocumentsTrust + 2 amendmentsUploaded
  3. 3

    List the accounts

    For each one we find the institution's actual process: its own form, a branch visit, a broker, or a company consent. You approve each price first.

    YouSix Clerks
    Accounts5 accounts · 5 processesPriced
Phase 2

Prepare

Six Clerks and Enumero Law

  1. 4

    We prepare the paperwork

    Each institution's own forms, filled from your trust. Once an institution is mapped, every later file starts from its saved packet.

    Six Clerks
    Merrill Edge3 forms · field map loadedDrafting
  2. 5

    A lawyer reviews it

    Every file is checked against the trust. Anything unusual stops for review instead of going out.

    Enumero Law
    Review13 of 13 fields checkedCleared
Phase 3

Execute

Together, until every account is done

  1. 6

    You review and sign

    Every trustee signs. Online notarization where the institution accepts it; where it does not, we tell you exactly what is needed.

    YouCo-trusteesNotary
    Signing2 of 2 trusteesNotarizing
  2. 7

    We deliver and follow up

    Sent the way each institution requires, with proof of delivery. We stay on it until the institution acts.

    Six Clerks
    ChaseDelivered · tracking savedFollowing up
  3. 8

    It stays on file

    Executed certifications stay in your file. When someone asks again, or a trustee changes, you start from there.

    You
    Your fileReady for the next requestOn file

What you see

Every account, its process, its status. One screen.

No chasing five institutions on five different phone trees. Each account moves to done, and you can see exactly where each one stands.

Illustrative file. Institutions named are examples, not partners.

Privacy

Your trust stays private

Institutions receive what they require, usually a certification and a few pages. Never your distribution plan.

Accuracy

A lawyer on every file

Enumero Law reviews every certification against the trust before anyone signs it.

Candor

No promised turnaround

Institutions set their own timelines. We track each one and keep pushing until it is done.

Signed isn't funded.

We finish the job your trust started.

Get early accessFor institutions