Recent content by LivingGrantor

ajusterjack, thank you for the reply. So, you are saying that in a consulting session the attorney would refuse to answer these questions: Is there a mechanism for a bank to allow a Successor Trustee to manage the Grantor's accounts? If so, how does this work? Will a bank honor a physician...

LivingGrantor >> Zigner, thank you for your reply. I believe you are correct, that the POE is over dad and not the trust. That is essentially what Dad's bank rep told me.

Thanks for the reply. Here are some clarifications. I apologize for not being more detailed in my original post. The Power Of Attorney is a Durable Power of Attorney, and the POE does not specify any conditions such as incapacity or disability. In other words, the POE was in effect as of the...

My last living, elderly parent has a living trust and has set up trust accounts at several financial institutions, including a bank and investment/brokerage firms. My parent is a resident of Florida. The bank/brokerage accounts have the parent as Grantor and the only active Trustee. I am...

Thanks.................................

army judge - Thanks for the reply. I'd never heard of legalzoom.com before. Are they a competitor of Nolo, or is legalzoom's service different? I hope this is an appropriate question for this forum.

disagreeable, I very much appreciate your reply.

army judge, thanks very much for the reply!

I forgot to mention that I'm in California.

I'm looking for a company that will do a one-time administration (disbursement of assets) of my wife's and my trust after we're both dead. Financial firms such as Fidelity offer this service, but they charge a bit over 1% per year, ongoing, which includes active management of investments...