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    Do lawyers usually retain copies of estate planning documents?

    Do lawyers usually retain copies of estate planning documents (will, trust, power of attorney, etc.)? Ours did not. After we were done signing everything, he handed us the giant binder with all the documents. I asked if he would be keeping a copy on file, and it kind of surprised me when he said...
  2. K

    Successor trustee access to checking account titled to revocable living trust

    Unfortunately after typing this up I realized my question became very long winded. So let me first state the basic question, and then details afterwards: When successor trustees of a revocable living trust become the trustees, can they (after providing required documentation to the bank) write...
  3. K

    Distinction between "or" and "and" when funding a revocable living trust

    My wife and I have a revocable living trusts. At the time we got it, instructions for titling accounts and property said to use the following wording: JOHN DOE AND JANE DOE, trustees of the DOE REVOCABLE TRUST DATED OCTOBER 14, 2021 I'm about to buy some I-Bonds on treasurydirect.gov. It looks...
  4. K

    Finance, Investments Is it possible to keep a physical stock certificate and also have it registered in electronic form

    My wife owns a very old stock certificate for Apple. It's very cool looking with a picture of an old Apple II and also the old rainbow Apple logo. She also owns a large number of shares in electronic form due to various splits. Certificates were never issued for them. They were issued directly...
  5. K

    Titling accounts to the trust and specifying the trust as beneficiary

    Hi. My wife and I just had our trust drawn up, so now we are working on funding. Our lawyer gave us pretty clear instructions, but in some cases the wording just seems a bit odd to me. I'm not doubting it's correct, but I'm the type of person that wants to understand "why" as much as I want to...
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