Must Have Documents
Will & Trust Program
FAQs

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I'm updating my Will and noticed the Gift of Personal Property section is missing, what do I do now?
How do I Unsubscribe from Must Have Document emails?
How do I add my spouse as a beneficiary?
How do I name a Step Child(ren) in my Trust?
Does my Spouse need a Separate Trust?
I'm missing my Must Have Documents Activation Code, how can I get a new one?
If I Have a Trust, Do I Still Need a Will?
What is the difference between the terms 'Revocable Living Trust' and 'Revocable Trust'?
What date should I use in my Must Have Documents Revocable Trust?
Where does the date appear on the trust and why is the date important?

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What do I do about stocks when I have the actual stock certificate?

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If you want the stock to be owned by your trust, you will need to work with the stock issuer to transfer ownership to your trust.

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