Q: Once I sign the trust at the attorney’s office, do I still need to do anything at the bank to change the title to my savings account?

by | Mar 2, 2022 | Estate Planning, Q&A |

A: Yes! Remember, the trust is like a picnic basket that the attorney gives you, and although the attorney will typically transfer business interests and real estate into your trust for you, you will almost always be required to personally make arrangements with your financial institutions to transfer your accounts into your trust, even AFTER you sign all of the trust documents at the attorney’s office.