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
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Trust Copies & Originals
- Locating Trust Documents: Please be aware that our office does
not keep any trust originals. All clients leave our office in possession
of both all signed originals and a complete copy of all signed
originals. Please click here for directions on how to locate the
documents.
- Obtaining
a Trust Copy (Word Doc): Confidentiality rules strictly limit
who we may/may not provide a copy to. This write-up not only details
who does and not meet this criteria it also sets forth the exact
procedures and policies which must be strictly adhered to in order
for any qualiftying person to obtain copies of trust documents.
Please read this carefully.
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