A: Each bank has requirements for transferring your bank accounts to a trust so you will want to contact them to ask what their process is. We always facilitate the process for our clients by preparing a cover letter and a certification of trust that our clients can present to their bank when transferring their accounts.
Q: How do I transfer bank accounts into a trust?
by Rose Law Firm of Napa Valley, Inc. | Apr 27, 2022 | Estate Planning, Q&A |
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