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Estate Planning, Creating Wills & Trusts

General estate planning including financial planning, the requirements for and how to create a will or a trust and other documents.

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  1. Groover

    Will (and Deed) Not Correctly Notarized

    Jurisdiction:
    Arkansas
    Groover, Dec 3, 2023 at 11:29 PM
    Tags:
    Replies:
    2
    Views:
    3
    zddoodah
    Dec 4, 2023 at 11:06 AM
  2. MMT0129

    Marriage or Will?

    Jurisdiction:
    Georgia
    MMT0129, Oct 25, 2023
    Tags:
    Replies:
    4
    Views:
    5
    retic
    Oct 27, 2023
  3. KrunchTime

    Challenge leaving money to one particular family member

    KrunchTime, Oct 21, 2023
    Replies:
    6
    Views:
    7
    KrunchTime
    Oct 22, 2023
  4. Keith Konheim

    Theft of trust cash

    Jurisdiction:
    California
    Keith Konheim, Sep 21, 2023
    Tags:
    Replies:
    14
    Views:
    15
    adjusterjack
    Sep 27, 2023
  5. xoxojecka

    Can I inherit without a will?

    Jurisdiction:
    California
    xoxojecka, Sep 25, 2023
    Tags:
    Replies:
    4
    Views:
    5
    zddoodah
    Sep 26, 2023
  6. LivingGrantor

    How to manage bank trust account if Grantor becomes incapacitated?

    LivingGrantor, Sep 19, 2023
    Tags:
    Replies:
    13
    Views:
    14
    Zigner
    Sep 20, 2023
  7. groda

    I think Executors are trying to trick beneficiary in a release clause

    Jurisdiction:
    Pennsylvania
    groda, Aug 28, 2023
    Tags:
    Replies:
    3
    Views:
    4
    army judge
    Aug 29, 2023
  8. Jody Roody

    What NOT to put in Will

    Jurisdiction:
    North Carolina
    Jody Roody, Jul 13, 2023
    Tags:
    Replies:
    11
    Views:
    12
    Tax Counsel
    Jul 15, 2023
  9. PR660

    Adding a "Special Stipulation" to A Will?

    Jurisdiction:
    California
    PR660, Jul 14, 2023
    Tags:
    Replies:
    2
    Views:
    3
    zddoodah
    Jul 14, 2023
  10. LawyerWantToBe

    Home Ownership Confusion

    Jurisdiction:
    North Carolina
    LawyerWantToBe, Jun 21, 2023
    Tags:
    Replies:
    3
    Views:
    4
    zddoodah
    Jun 22, 2023
  11. UniqueName9528

    Trust Distribution

    Jurisdiction:
    Ohio
    UniqueName9528, May 19, 2023
    Tags:
    Replies:
    9
    Views:
    167
    UniqueName9528
    May 26, 2023
  12. Mr.Mr

    Trust administration

    Jurisdiction:
    California
    Mr.Mr, May 19, 2023
    Tags:
    Replies:
    13
    Views:
    179
    Tax Counsel
    May 21, 2023
  13. BrianKathy

    Beneficiary Deed

    Jurisdiction:
    Arkansas
    BrianKathy, May 11, 2023
    Replies:
    3
    Views:
    87
    retic
    May 11, 2023
  14. PR660

    Naming Beneficiary for Proceeds from Unsettled Trust Litigation

    Jurisdiction:
    California
    PR660, Apr 17, 2023
    Tags:
    Replies:
    5
    Views:
    145
    zddoodah
    Apr 18, 2023
  15. Faith Walton

    Division of proceeds real property

    Jurisdiction:
    Oregon
    Faith Walton, Feb 16, 2023
    Tags:
    Replies:
    1
    Views:
    87
    Zigner
    Feb 16, 2023
  16. CC-7097

    Inheritance Question

    Jurisdiction:
    Texas
    CC-7097, Dec 30, 2022
    Tags:
    Replies:
    8
    Views:
    368
    adjusterjack
    Jan 6, 2023
  17. gerard2006

    Probate process costs

    Jurisdiction:
    New York
    gerard2006, Dec 16, 2022
    Replies:
    10
    Views:
    295
    adjusterjack
    Dec 20, 2022
  18. CindiW

    Pour-over will?

    Jurisdiction:
    Florida
    CindiW, Sep 29, 2022
    Replies:
    14
    Views:
    326
    army judge
    Dec 13, 2022
  19. shortmort37

    Distribution of my retirement account

    Jurisdiction:
    Pennsylvania
    shortmort37, Nov 28, 2022
    Tags:
    Replies:
    3
    Views:
    133
    hrforme
    Nov 28, 2022
  20. John Doe Smith

    Notifing my trustee when I'm gone

    Jurisdiction:
    California
    John Doe Smith, Nov 7, 2022
    Replies:
    10
    Views:
    267
    Zigner
    Nov 8, 2022
Showing threads 1 to 20 of 234

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