OWNER'S MANUAL FOR TRUST:

This document will help you manage the trust during your lifetime. It includes directions to placing different types of assets into your trust ("funding") as you acquire them, as well as giving you directions in case you refinance your real estate, or buy or sell real estate.  This handy document also tells your Successor Trustees what steps to take at your death or incapacity.

> Next

 

Home | About DLB Law | Revocable Living Trusts | Financial Durable Power of Attorney | Advance Health Care Directive | Pourover Will | Owner's Manual
Asset Transfer Instructions | Quitclaim Deeds | Notarization & Witnessing
Driving Directions