If you are viewing this page, you have already scheduled your Introductory Call. During this call CLTS will get to know your situation and will explain the process associated with the implementation of our various resources.

Once your call is completed, and should be approved by CLTS for the implementation of your chosen resource(s), you will then at that time proceed to Step 2 below.

When you agree to proceed, CLTS will send you an email and text alert to include a copy of your CLTS Scope of Work Agreement. This email / text alert will also include a link to upload your duly executed Scope of Work Agreement.

Note: From time of issuance, CLTS allows up to 30 (thirty) calendar days for the return of your duly executed agreement. If you proceed past 30 days your agreement will be terminated. If you have a special case and need more time, simply email your CLTS Member Relations team member.

Once you’ve uploaded your duly executed copy of your Scope of Work Agreement, please allow CLTS up to 3 business days to confirm that your agreement is in good order.

Once formal receipt of your agreement is confirmed, CLTS will send you an email and text alert that your CLTS invoice is ready for payment. Simply follow the instructions in the email / text alert to complete this payment process.

Note: From time of issuance, CLTS allows up to 30 (thirty) calendar days for the payment of your invoice. If you proceed past 30 days your invoice will be terminated. If you have a special case and need more time, simply email your CLTS Member Relations team member.

Once CLTS confirms receipt of your invoice payment, please allow up to 5 (five) business days for your next email / text alert.

In this email / text alert CLTS will provide you detailed instructions on how to complete and submit your Business Trust Data Gathering Form. See the video above for details.

Note: From time of issuance, CLTS allows up to 30 (thirty) calendar days for the completion of your Business Trust Data Gathering Form. If you proceed past 30 days your Business Trust Implementation Process will be put on a formal pause, meaning CLTS will no longer engage and/or work on the process until we have receipt of your completed Data Gathering Form. If you have a special case and need more time, simply email your CLTS Member Relations team member.

Once CLTS confirms of receipt of your Data Gathering Form and confirms that all is in good order, please allow up to 5 (five) business days for your next email / text alert.

In this email / text alert CLTS will provide a copy of your Draft Trust as well as detailed instructions on how to review your draft. In addition, CLTS will explain the process of completing your Trust Edit Form. See the video above for details.

Note: From time of issuance, CLTS allows for 30 (thirty) calendar days for the completion of your Business Trust Edit Form. If you proceed past 30 days your Business Trust Implementation Process will be put on a formal pause, meaning CLTS will no longer engage and/or work on the process until we have receipt of your completed Edit Form. If you have a special case and need more time, simply email your CLTS Member Relations team member.

After CLTS confirms of receipt of your completed Business Trust Edit Form, please allow up to 10 (ten) business days for your next email / text alert.

In this email / text alert CLTS will provide a PDF copy of your Final Business Trust as well as your associated Trust EIN. See the video above for details.

Once you’ve received your Final Trust document your Business Trust Implementation Process is complete. At this time CLTS will provide you information on how to continue managing your new trust structure.

Note: Once you’re Final Trust is delivered there are no further edits / changes required of CLTS. Should you require such actions, contact your CLTS Member Relations team member for information on how to pay for post final delivery trust related changes.