Protecting the Step-Up in Basis
You build the tax architecture. We execute the physical trust funding to ensure it survives probate. Stockton Estate Group is a private, white-glove execution firm partnering exclusively with elite CPAs and Estate Attorneys.
The Problem
The 82% Failure Rate
Over 80% of living trusts fail because clients never actually retitle their real estate or brokerage accounts into the trust. The legal binder sits empty.
The 1041 Liability
When an unfunded trust triggers probate, the carefully constructed tax strategy collapses, leaving the estate exposed and the heirs looking for someone to blame.
The Margin Killer
Your firm cannot afford to spend billable hours sitting on hold with Vanguard or fighting with out-of-state county recorders over deed margins.
The Complete Execution Engine
We map and record Quitclaim deeds across all 50 states, navigating hyper-local county margin and cover-sheet requirements.
We navigate the Medallion Signature Guarantee process and NIGO rejections for brokerages and retail banks.
We execute the transfer of nested LLCs, LPs, and corporate business interests directly into the Trust.
Kitchen-Table Signings
We deploy executive mobile notaries directly to your clients' homes to secure wet-ink signatures with complete execution certainty.
The Frictionless Partnership
We handle the administrative grunt work, from generating the transfer directives to coordinating the local notaries.
You drop the client's K-1 and Schedule E into our secure, encrypted Vault.
You receive a fully funded trust ledger, ensuring your tax strategy is legally bulletproof.