Financial Account Transfer to Living Trust for your Estate Planning Solution
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In order to transfer ownership of your financial accounts (either a bank account or brokerage account) from your name as a
person to the name of trustee, you need to fill the Financial Account Transfer to Living Trust.
Most likely your bank will have its own form, but it is always better to be prepared and know how to complete the Financial Account
Transfer to Living Trust.
You can transfer your checking account to the trust and still leave your name and address on the checks.
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Read more useful information:
Understand Federal Estate Tax Exemption
Living Trusts Take Precedence Over a Last Will.
Check is your state a Dower or Curtesy requirements state?
About Marital Property Rights
Notary Acknowledgment and Witness Declaration
Living Trust Legal Information
Living Trust Frequently Asked Questions
Living Trust Legal Articles
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