Q: Once we sign the trust at the attorney’s office, do we still need to do anything at the bank to change the title to our various accounts?

by | Jun 14, 2023 | Estate Planning, Q&A |

A: Yes! Remember, the trust is like a picnic basket that an attorney gives you, and although the attorney will typically transfer business interests and real estate into your trust for you, you will almost always need to personally coordinate 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.