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ST
Sarah Thompson
2:34 PM
Great, I'll send over the updated trust documents by end of day...
MJ
Michael Johnson
Yesterday
Your annual trust review is scheduled for next week. Please confirm...
WL
WLG Support
Jan 12
Welcome to Williams Legacy Group! We're excited to have you...
DR
David Roberts
Jan 8
Thank you for the clarification. The beneficiary designations look correct.
ST
Sarah Thompson
Online
Today
ST
Good afternoon! I wanted to follow up on the Dynasty Trust amendment we discussed last week.
2:15 PM
JW
Hi Sarah! Yes, I reviewed the proposed changes. Everything looks good, but I had a question about the distribution schedule for the third beneficiary.
2:22 PM
ST
Of course! The distribution schedule for the third beneficiary is set to begin at age 25, with 25% of the principal, then additional distributions at ages 30 and 35. Would you like to adjust those ages?
2:28 PM
JW
That makes sense. Let's keep it as is. Can you send over the updated documents for my final review?
2:31 PM
ST
Great, I'll send over the updated trust documents by end of day. Once you approve, we can schedule the signing ceremony.
2:34 PM