Funding Order Form
Back Office Drafting
Client Services Call Center
Fill out the form below or click
for a PDF version.
Please complete this Funding Order Form to retain Simplified Outsource Solutions, LLC’s funding services for a client matter. Please note that this Order Form is pursuant to scope of services outlined in the Services Agreement you have signed. By signing and returning this Order Form, you agree you are hiring Simplified Outsource Solutions, LLC for funding services for the client listed below. All fees are non-refundable and due once this work order is accepted.
Law Firm Name
Type of Funding Service
Asset Report only
Use Grantor’s SSN
Have own EIN
Items to be provided to SOS to BEGIN funding
(with basic vital information)
(completed questionnaire and complete statements)
Items to be provided AFTER draft Asset Table provided to law firm
Affidavit or Certificate of Trust
Full copy of trust
(we do not provide to companies but need to reference certain provisions to accurately complete funding forms)
Special contact information
(i.e. if we are to work with a family member assisting the client, “client does not use email”, etc.)
(if someone signing as Power of Attorney agent or any other particular considerations)
Drop files here or
Please upload any documents referenced above.
I understand that Simplified Outsource Solutions, LLC will begin work on my behalf and the funding price is non-refundable and due upon execution of this order.
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