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Transfer Letters

Title transfer form

Transfer Letters for Financial Institutions and Beneficiary Letters for Insurance and Tax-Deferred Accounts Account Transfer Letter   RE: Account No.: _____________________TRUST Dated:  Dear Sir or Madam:   The purpose of this correspondence is to inform you of our intention to immediately transfer the above-captioned account to the above Trust designation.   Please contact us immediately […]

Trustee Instructions


INSTRUCTIONS FOR SUCCESSOR TRUSTEE AT DEATH This Checklist is intended to provide a general list of the steps that are required to administer a Living Trust after the death of the Trustor. It is not a comprehensive list and may not include all the steps needed to administer a living trust under the laws of […]

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