FAQs
Frequently Asked Questions for the Will & Trust
- 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?
- What is the tax identification of the trust?
- What assets belong in a trust?
- What do I do about bank, brokerage and credit union accounts?
- What do I do about retirement accounts?
- Can life insurance be owned in the trust?
- Is there a difference between a revocable trust and an insurance irrevocable trust?
- What do I do about stocks when I have the actual stock certificate?
- How do I fund my trust with stocks from my brokerage accounts?
- How do I transfer my home or other real property into a trust?
- Will there be any tax implications if I have a revocable trust?
- Can I refinance my home that is in a trust?
- What do I do to transfer my business interest, partnerships or LLCs?
- If I was married when we funded the trust with real estate and I get divorced, how do I change title back to my name?
- After the trust is funded will my name still be on the titles of my property?
- After the trust is funded will I be giving up control of any of my assets by changing the title into the trust?
- After I fund my trust is there any difference between owning my bank accounts as an individual and opening them with the trust?
- Do I need to put my car in the trust?
- Do I need a will if I have a trust?
- What is the main difference between a will & a trust?
- What is an empty trust?