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 […]
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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