Common Questions

(1) Completing a Living Trust & Pricing

(2) Titling Assets in Your Trust

(3) Changes In Marital Status

(4) Amendments, Reviews, & Changes

(5) Why & When To Review & Update A Trust

(6) Why You May No Longer Need or Want An AB or ABC Trust

(7) Important Issues When Someone Dies or is Dying

(8) Real Estate Issues

(9) Medical Directives

(10) Granting / Obtaining Signature Power

(11) Trust Copies & Originals

(12) Incapacity Issues

(13) Confidentiality Issues & Policies

Granting / Obtaining Signature Power

  1. Durable Power of Attorney For Finance & Appointment of Co-Trustee for Married Trusts: This packet contains forms and instructions for granting someone the power to sign or act on your behalf in regards to your assets (for a married couple). Be sure to read the overview and warnings.
  2. Durable Power of Attorney For Finance & Appointment of Co-Trustee for Single Trusts: This packet contains forms and instructions for granting someone the power to sign or act on your behalf in regards to your assets (for a single individual). Be sure to read the overview and warnings.
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