This is NOT an April Fool’s Joke. As the newest of only eight trust companies licensed by California, Sunstone Trust Company is serious about partnering with attorneys to help clients create high quality, tailored trusts and estate plans.
That’s why we will reimburse your clients’ legal fees for creating or updating their estate plans when they open an account with us. This offer is valid only for new client families who entrust enough assets to Sunstone Trust Company and who otherwise qualify for premium client status. We are happy to consult free of charge with anyone who is considering becoming a Sunstone client and would like to take advantage of this offer.
Get in touch today to discuss how we can work together: https://www.sunstonetrust.com/contact/.