A General Assignment of Assets to Trust is a legal document used in estate planning to transfer ownership of certain assets into a trust without changing the trust itself. For residents of Delhi and the surrounding Merced County area, this document helps ensure that personal property and smaller asset categories are moved into a living trust efficiently. At the Law Offices of Robert P. Bergman, we provide clear guidance about when an assignment is appropriate, how it interacts with trust provisions like pour-over wills and certification of trust, and what documentation is needed to complete transfers while reducing the risk of later disputes.
Many people creating or managing a trust find that some items remain titled in their individual names and need a straightforward method to move those items into the trust. A general assignment addresses that need by documenting the transfer of named assets into the trust, including personal effects, accounts without beneficiary designations, and small business interests. The assignment can complement other estate planning documents such as revocable living trusts, pour-over wills, HIPAA authorizations, and powers of attorney. Properly prepared assignments reduce administrative burden for trustees and heirs and help align asset ownership with the settlor’s estate plan objectives.
A general assignment of assets to trust plays an important role in making a comprehensive estate plan function smoothly by ensuring assets intended for the trust are actually titled in its name. Without clear assignment documents, trustees may face delays or litigation to establish that certain items belong to the trust. This tool simplifies administration by creating a written record of intent and transfer. It can also prevent assets from unintentionally passing through probate, save time and expense for successors, and provide continuity in fiduciary management. Careful drafting helps avoid ambiguity about which assets were intended to fund the trust and supports orderly post-death administration.
The Law Offices of Robert P. Bergman serve clients across California, including residents of Delhi and Merced County, with focused estate planning services. Our approach emphasizes practical, plain-language documents tailored to each client’s goals, such as revocable living trusts, pour-over wills, and general assignments of assets to trust. We work closely with clients to inventory assets, clarify titling needs, and recommend durable documents like powers of attorney and advance health care directives. Clients appreciate clear communication, attentive case management, and documents designed to reduce administrative burdens for families after a loss.
A general assignment to a trust is a written instrument by which an owner transfers specified property to an existing trust. It differs from retitling because it provides a contemporaneous record of intent and transfer without always requiring reissuance of title documents for every asset. The assignment often references the trust by name and date, and lists categories of property or specific items being assigned. This mechanism is especially useful for items not easily retitled or for informal transfers of personal property where the trustee’s authority to possess those items should be unambiguous for estate administration purposes.
Because laws and administrative practices vary, careful consideration is needed when preparing a general assignment. The assignment should clearly identify the trust, the settlor, and the assets covered, and should be signed and witnessed or notarized according to state requirements. It works together with related documents like a certification of trust, pour-over will, and beneficiary designations to create a coherent plan. Reviewing bank accounts, titled vehicles, retirement plans, and real estate for proper titling or designation ensures that the assignment achieves its intended result and minimizes the need for probate proceedings.
A general assignment is a legal statement by which an individual assigns ownership of selected personal property and assets to a trust. It is not typically used to transfer real estate that requires recorded deeds, but it is useful for personal belongings, business interests, and other non-real property assets. The document should reference the trust instrument and the date it was created, and identify the assignor and the trustee who will receive ownership. The assignment creates a record that the settlor intended certain assets to be part of the trust, supporting efficient trust administration and clarifying ownership for successors and institutions.
A well-drafted general assignment includes the name and date of the trust, identification of the assignor, a clear description of the assets or categories of assets being assigned, and the signature of the assignor with acknowledgement by a notary when appropriate. Supporting documentation may include schedules listing items, serial numbers, account numbers, or certificates. The process usually begins with an asset inventory, followed by coordination with trustees to confirm acceptance and, when necessary, updating institutional records, like bank or brokerage accounts, to reflect trust ownership or beneficiary designations consistent with the trust’s goals.
Below are common terms used in assignments and trust administration with plain-language explanations so clients can better understand their documents. These definitions help clarify roles, describe common instruments such as revocable living trusts and pour-over wills, and explain operational items like certification of trust and power of attorney. Familiarity with this vocabulary reduces confusion when reviewing estate plans, discussing record retitling, and coordinating with financial institutions and successor trustees. Clear definitions support better decision-making about which assets to assign and how to document transfers properly for future administration.
A revocable living trust is a legal arrangement in which an individual places assets into a trust during life and retains the ability to change or revoke the trust. The trust holds title to assets for the benefit of named beneficiaries and provides instructions for management during incapacity and distribution at death. Because the trust is revocable, the settlor keeps control until incapacity or death. Assignments to a living trust transfer ownership of targeted items into the trust, aligning asset titles with the trust’s terms and reducing the need for probate upon the settlor’s death.
A certification of trust is a concise document that proves the existence and basic terms of a trust without revealing the trust’s full contents. It typically provides the trust name, date, trustee identity, and authority to act, which financial institutions often require to accept transfers or let a trustee manage trust assets. When using a general assignment, a certification of trust can accompany the assignment so institutions will recognize the trustee’s authority to accept or manage assigned assets without needing full disclosure of confidential trust provisions.
A pour-over will is a testamentary document that directs that any assets remaining in the decedent’s name at death be transferred into the decedent’s previously established trust. It functions as a safety net to ‘pour’ unassigned property into the trust and usually works with a revocable living trust and general assignments to achieve comprehensive asset transfer. While the pour-over will may still require probate for probate assets, it aligns remaining property with the trust’s distribution plan and serves as a backup to assignment and retitling efforts completed during life.
A financial power of attorney grants an agent authority to handle financial affairs if the principal becomes unable to do so, and an advance health care directive sets out medical preferences and appoints a health care agent. These documents complement a trust and general assignment by ensuring day-to-day financial and medical decisions are covered during incapacity. When an agent acts under a power of attorney, they can assist with transferring assets into a trust or managing items already assigned, but proper documentation is necessary to show the agent’s authority and to coordinate with trustees and institutions filling roles in the estate plan.
Choosing between a general assignment and direct retitling depends on the asset type, institutional requirements, and the client’s objectives. Retitling is often required for real estate and accounts that must show the trust as owner on record. A general assignment can cover personal property and items where retitling is impractical, and it creates a written record of intent. Beneficiary designations on retirement plans or life insurance operate separately and should be reviewed to ensure consistency. Each option has tradeoffs relating to administrative ease, evidentiary strength, and whether probate can be avoided. A holistic review of assets yields the most reliable plan for transfer.
Assigning small personal property and household items to a trust can be handled through a general assignment when these items are numerous or lack formal title documents. This approach documents the intent to include such belongings in the trust without the need to retitle every item individually. It is efficient for collections, furniture, and personal effects that would otherwise require cumbersome individual transfers. A clear schedule attached to the assignment listing categories or representative items aids trustees and beneficiaries in identifying trust property and reduces disputes about ownership after incapacity or death.
Some assets do not require formal deeds or institutional transfer procedures to become trust property, including certain business records, promissory notes held personally, or informal family loans. In these cases, a general assignment can create the necessary documentation to show a transfer into the trust, avoiding delays and confusion. However, for assets like vehicles or safe deposit boxes, institutional rules may still require additional paperwork. Reviewing the specific assets and the institutions involved helps determine whether a general assignment alone will achieve the desired legal effect.
When an estate includes real property, multiple brokerage or bank accounts, retirement plans, or business interests, a comprehensive approach is necessary to ensure each asset is properly handled. Real estate typically requires recorded deeds, and financial institutions may impose procedural requirements to move accounts into a trust. A coordinated plan includes retitling where required, updating beneficiary designations, preparing assignments for suitable assets, and drafting supporting documents such as certifications of trust and powers of attorney. Comprehensive planning reduces the risk of assets unintentionally passing through probate or being mismanaged during a trustee transition.
If a client’s circumstances involve blended families, beneficiaries with special needs, minor heirs, or concerns about future incapacity, a more detailed plan helps address potential disputes and provide clear instructions for trustees and agents. Documents such as special needs trusts, guardianship nominations, and irrevocable life insurance trusts may be part of a comprehensive strategy. Ensuring that assignments and retitling efforts align with trust provisions and beneficiary protections helps preserve assets and provide for intended beneficiaries while minimizing friction and uncertainty during administration.
A coordinated approach that combines general assignments with proper retitling and complementary estate planning documents reduces the likelihood of probate, streamlines administration, and clarifies ownership for trustees and institutions. This planning ensures that assets intended to fund a trust are actually accessible by the trustee and available for distribution under the trust’s terms. It also provides successors with a clearer path to manage affairs, lowers the risk of disputes, and often shortens the time required to resolve the estate. Documentation such as schedules, certifications, and signed assignments makes the trustee’s role more straightforward.
Beyond administrative efficiency, a comprehensive plan can protect vulnerable beneficiaries and ensure that wishes regarding incapacity are respected. Coordination between assignments, powers of attorney, and health directives supports continuity of decision-making and preserves privacy by reducing the need for probate court involvement. Additionally, aligning beneficiary designations and trust provisions helps prevent unintended outcomes, such as assets passing outside the trust. Periodic reviews of the plan ensure that changes in assets or family circumstances are addressed in a timely manner, keeping the plan effective over time.
One of the primary benefits of combining assignments with other trust-centered planning is reducing the scope of probate by ensuring assets are owned by the trust at death. Probate can be a lengthy and public process that creates expense and delay for beneficiaries. By using assignments for appropriate assets, retitling when necessary, and confirming beneficiary designations where applicable, clients create a clearer path for trustees to follow, enabling faster distribution and less court involvement. This careful preparation can help families save time, reduce fees, and maintain privacy during an already emotional period.
Comprehensive documentation gives trustees and successor decision-makers the clarity they need to carry out the settlor’s intentions. Schedules attached to assignments, clear trust provisions, and certification documents inform institutions and beneficiaries about the trust’s scope and the trustee’s authority. This clarity mitigates confusion during administration, reduces the likelihood of disputes, and helps trustees fulfill fiduciary duties more effectively. When the plan is well organized, successors can focus on honoring the settlor’s wishes rather than deciphering incomplete records or resolving competing claims.
Begin the process by creating a comprehensive inventory of assets you may want to include in the trust. List personal property, account numbers, descriptions of collectibles, titles, and any contractual interests that might be assigned. A thorough inventory helps determine whether items can be assigned or if institutional retitling is required. Including photographs or serial numbers for valuable items strengthens documentation, and attaching this inventory as a schedule to the assignment helps trustees identify trust property quickly. Regularly updating the inventory ensures it remains current as assets change over time.
When providing a general assignment to institutions or successors, include a certification of trust or a copy of the relevant trust pages that demonstrate the trustee’s authority without revealing confidential distribution terms. Institutions commonly require evidence of the trustee’s power to accept or manage assets assigned to the trust. Including notarized signatures and clear schedules improves acceptance and reduces follow-up requests. Preparing these supporting materials in advance streamlines interactions with institutions, eases trust administration, and avoids delays when assets need to be accessed or managed.
Residents of Delhi, Merced County, and surrounding areas should consider a general assignment when they have assets that are not easily retitled but are intended to become part of a living trust. Smaller personal property, certain business documents, and items without formal title can be included through an assignment, creating a clear record of intent. This helps trustees and family members identify trust property quickly and can reduce the need for court involvement after death. Combining assignments with other estate planning tools protects family interests and aligns asset ownership with the settlor’s wishes.
Another reason to pursue an assignment is to simplify administration in the event of incapacity by ensuring assets are accessible to a named trustee. When paired with powers of attorney, advance health care directives, and a certification of trust, assignments create continuity in management and reduce confusion for caregivers and financial institutions. Periodic review of the assignment, especially after life changes like marriage, divorce, or acquisition of new assets, keeps the estate plan current and effective for meeting family goals and protecting beneficiaries.
Common circumstances for using a general assignment include having numerous personal effects, possessing assets without formal titles, owning small business interests held personally, or having newly acquired items that have not yet been retitled. Additionally, individuals who created a trust but later discover assets remained in their name can use an assignment to correct the record. An assignment also serves when a settlor wants to transfer items into a trust without the administrative burden of retitling each item, provided that institutional requirements do not mandate formal title changes for particular asset types.
Collections, art, jewelry, and household furnishings are often practical candidates for a general assignment because retitling such items is typically unnecessary and time-consuming. An assignment can list categories or provide a schedule describing valuable pieces, creating clear evidence that those items were intended to be trust property. This approach helps trustees and beneficiaries identify and distribute personal effects according to the trust terms, and reduces disputes about whether such items were intended to be included in the trust at the time of the settlor’s incapacity or death.
Certain assets, such as personal loans owed to the settlor, promissory notes, and some business documents, may lack institutional titling and are therefore suitable for transfer by assignment. The assignment provides formal evidence of transfer to the trust even when no outside entity needs to update a title. Properly describing these items and attaching supporting documentation, like note terms or records, makes it easier for trustees to establish ownership and manage the assets according to the trust’s instructions. This clarity reduces uncertainty and eases administration.
People who have established a trust often discover later that certain assets remain in their individual name. A general assignment provides a mechanism to correct these oversights by formally transferring listed assets into the trust. This corrective step aligns asset ownership with the trust document and helps avoid unintended probate administration. Conducting a periodic audit of asset titles and beneficiary designations helps uncover such oversights and ensures that the trust continues to function as intended for the settlor’s beneficiaries and successors.
The Law Offices of Robert P. Bergman offer practical assistance to Delhi residents seeking to assign assets to a trust. We help clients inventory assets, prepare clear assignments, and coordinate with trustees and institutions to implement transfers. Whether the goal is to finalize a newly created revocable living trust or to correct items unintentionally left out, our team guides clients through documentation, notarization, and supporting materials such as certifications of trust. Our local knowledge of Merced County procedures and institutional practices helps reduce friction and ensures assignments serve the client’s intended purpose.
Choosing an attorney to assist with assignments and trust administration matters because precise drafting and proper documentation matter for later administration. Our firm focuses on practical, straightforward documents tailored to each client’s asset mix and family situation. We help clients navigate institutional requirements, prepare necessary supporting schedules, and provide certification documents that institutions commonly request. Clear, well-organized documents reduce the chance of future disputes and help trustees manage assets efficiently in accordance with the trust’s terms.
We also prioritize communication and client education so that individuals understand how assignments interact with their overall estate plan. That includes reviewing beneficiary designations, retirement accounts, and real estate titles to identify where assignments will be effective and where additional retitling is necessary. By explaining the steps and possible outcomes, we help clients make informed decisions that reflect their priorities for asset distribution and family protection. Our process includes preparing the assignment, assisting with notarization, and providing copies for institutional use and successor records.
Finally, we offer ongoing reviews and updates as circumstances change, such as after purchases, sales, or family events, so estate plans remain effective and aligned with the settlor’s intentions. Regularly revisiting assignments, trust terms, and supporting documents helps prevent ambiguities and ensures newly acquired assets are included where desired. This proactive maintenance of estate planning documents reduces the likelihood of unintended outcomes and provides peace of mind that the plan will function as intended when needed.
Our process begins with an intake meeting to review the client’s estate plan, inventory assets, and discuss objectives. We identify assets appropriate for assignment and determine whether retitling or beneficiary changes are required. Next, we draft the general assignment and any supporting schedules, review the documents with the client, and arrange for execution and notarization. We provide copies of the assignment and certification of trust when needed for institutions, and we follow up to help ensure acceptance by banks, brokers, or other custodians. This hands-on approach helps confirm that asset transfers align with the client’s plan and reduce administrative obstacles for trustees.
The first step is a thorough review of a client’s assets and current legal documents to establish which items need transfer into the trust and which require different handling. We compile an inventory that includes personal property, bank accounts, brokerage accounts, business interests, and documentation for items lacking formal titles. This review illuminates whether a general assignment will suffice or if recorded deeds or institutional forms are necessary. The inventory becomes the foundation for drafting an assignment, schedules, and any communications with institutions to facilitate transfer.
During the asset identification phase, we distinguish between assets that can be moved by assignment and those requiring separate retitling or beneficiary changes. Assignable assets often include personal effects, intangible items, and certain business documents. We document specifics such as serial numbers, account references, and descriptions, and prepare a schedule for attachment to the assignment. Accurate identification minimizes later disputes and provides trustees with the documentation needed to manage or distribute items according to the trust’s provisions.
Some institutions require additional forms or verification before recognizing an assignment or transferring assets to a trustee. We verify with banks, brokerage firms, and other custodians to learn their documentation requirements and acceptance processes. This verification allows us to tailor assignments, prepare any required certifications, and identify the timing for submitting documents. Being proactive with institutional protocols reduces follow-up and helps ensure assets are available to the trustee when needed for management or distribution.
After confirming which assets will be assigned, we draft the general assignment and any schedules that describe the items. The assignment references the trust by name and date and clearly states the intent to transfer specified assets into the trust. We review the draft with the client to confirm accuracy, discuss signing and notarization logistics, and finalize the document. Proper execution, including notarization and witness signatures where required, increases the assignment’s effectiveness and its acceptance by third parties during later trust administration.
Schedules and attachments provide the detail that trustees and institutions need to identify assigned assets. These schedules can list categories, serial numbers, or specific descriptions of personal property and smaller items, making it easier to locate and manage those assets. Attaching clear schedules to the assignment ensures that items are not overlooked and creates a durable record for future administration. We prepare these attachments with careful attention to clarity so successors have the best possible guidance when administering the trust.
Execution typically requires the assignor’s signature, and many institutions request notarization to confirm authenticity. Our office coordinates notarization and provides guidance on witness requirements under California law. Proper execution reduces the risk of later challenges to the assignment’s validity and facilitates acceptance by financial institutions. After execution, we provide certified copies and file or distribute documents as appropriate, ensuring trustees and successor decision-makers receive the documentation needed to manage assigned assets according to the trust terms.
Once the assignment is executed, we assist with implementing transfers by communicating with institutions, delivering certification of trust documents, and following up to confirm acceptance. For assets that require retitling or beneficiary changes, we coordinate the necessary steps with the appropriate custodians. We also advise clients on maintaining records and updating the inventory over time. Periodic plan reviews help capture new assets and ensure continuing alignment between asset titles, beneficiary designations, and trust documents as life circumstances evolve.
We handle communications with banks, brokerages, and other custodians to present completed assignments and certifications of trust. Institutional acceptance sometimes requires additional forms or verification steps, and our coordination helps expedite the process. Confirming that transfers are reflected in account records reduces future administrative barriers for trustees and beneficiaries. Our goal is to minimize the amount of post-death or post-incapacity work required by successors so that assets are managed and distributed according to the settlor’s intentions with as little disruption as possible.
Estate plans and asset inventories should be reviewed periodically, particularly after life events such as marriage, divorce, births, deaths, or significant financial changes. We recommend scheduling regular reviews to verify that assignments remain accurate, beneficiary designations align with the trust, and new assets are properly incorporated. Updating the assignment and associated schedules preserves the integrity of the estate plan and reduces the possibility of unintended outcomes. These reviews keep the plan responsive to changing family and financial circumstances.
A general assignment of assets to a trust is a written instrument used to transfer ownership of certain personal property and non-titled assets into an existing trust. It creates a formal record that the settlor intended those items to be trust property, which helps trustees and successors identify assets during administration. Use an assignment for items that are impractical to retitle individually, such as household goods, collections, or certain business documents, or to correct oversights when assets remain in the settlor’s name after a trust is created. When deciding whether to use an assignment, consider the type of asset and whether institutional retitling is required. Real estate and some titled assets normally require recorded deeds or institutional forms, while many personal property items can be included through assignment. Consulting with counsel helps determine which approach will achieve your objectives and reduce the risk of probate or administrative delay.
Real estate typically cannot be transferred into a trust by a general assignment because changing legal ownership of real property usually requires a recorded deed and compliance with local recording requirements. For real property, a grant deed or quitclaim deed naming the trustee is the usual method to effect transfer, and the deed must be recorded in the county where the property is located. Using the correct recorded document avoids title problems and ensures the trustee’s authority is clear for property management and distribution. If you have real estate you intend for the trust, the appropriate step is to prepare and record a deed transferring the property to the trust. Our office can prepare the deed, coordinate recording in Merced County, and ensure that beneficiary designations, mortgage considerations, and tax implications are addressed as part of a comprehensive transfer plan.
A certification of trust is commonly used when presenting assignments or trust-related documents to banks and brokers because it verifies the trust’s existence and the trustee’s authority without disclosing the full trust terms. Institutions often request a certification in addition to the assignment to confirm who can act on behalf of the trust and to accept transfers into trust accounts. Providing a certification alongside the assignment typically streamlines institutional acceptance and clarifies the trustee’s power to manage or hold assigned assets. When dealing with financial institutions, it helps to confirm their specific documentation requirements in advance. Our firm prepares certifications of trust tailored to institutional needs and accompanies assignments with the supporting documentation banks and custodians expect, reducing the likelihood of additional requests and delays.
Beneficiary designations on retirement accounts and life insurance policies generally control distribution of those assets and operate independently of trust assignments or retitling. If a retirement account lists a beneficiary other than the trust, that designation will usually take precedence over a trust assignment. Therefore, review and, if appropriate, update beneficiary forms to ensure they align with the trust’s objectives. In some cases, naming the trust as beneficiary or coordinating beneficiary designations with trust provisions produces the intended outcome. Because beneficiary designations have unique rules and potential tax consequences, it is important to review these accounts during the estate planning process. Our team assists clients in evaluating whether to name the trust as beneficiary or to coordinate beneficiary designations and trust terms to ensure assets are distributed as intended while considering any income tax or retirement-account-specific rules.
If you find assets still titled in your name after creating a trust, take inventory and identify which items can be assigned and which require retitling or beneficiary updates. For personal property and many intangible items, a general assignment can correct the oversight by documenting transfer into the trust. For titled assets like vehicles and real estate, prepare and record the appropriate deeds or title transfers. Bringing documentation together and updating institutional records helps ensure the trust operates as intended. It is also a good practice to review beneficiary designations and account registrations, because these may override other estate planning documents. Our office assists clients with corrective steps, from drafting assignments and deeds to contacting financial institutions and guiding clients through the execution and notarization process needed to implement transfers properly.
A general assignment can help avoid probate for the assets it successfully transfers into the trust, but it will not by itself prevent probate for assets that are improperly titled or governed by beneficiary designations. Some asset categories, such as retirement accounts with named beneficiaries, certain joint tenancy interests, and real property without recorded trust deeds, may still be subject to probate or other processes. A holistic plan combining assignments, retitling, beneficiary updates, and trust documentation reduces the likelihood that assets will pass through probate unnecessarily. To minimize probate exposure, conduct a comprehensive review of all asset titles and beneficiary forms, and update documents as needed. Our firm helps clients coordinate assignments, deeds, pour-over wills, and beneficiary changes to reduce probate risk and provide a smoother succession process for heirs.
Review trust and assignment documents at regular intervals and after life changes such as marriage, divorce, births, deaths, or significant financial transactions. Changing circumstances can result in assets being acquired after a trust is created or beneficiary designations that no longer reflect your wishes. Periodic reviews ensure that assignments remain accurate, that schedules reflect current holdings, and that institutional records match the trust’s intentions. Staying proactive reduces the likelihood of oversights that could complicate future administration. We recommend reviewing documents at least every few years or whenever you experience a major life event. Our office offers follow-up reviews and updates to help keep estate plans current, adjust assignments for newly acquired assets, and confirm that retitling and beneficiary forms align with your goals.
Digital assets and online accounts can be included in an estate plan and may be assigned to a trust depending on the terms of each service and applicable law. Many platforms require account credentials or have specific processes for transferring control. An assignment can document the intent to include digital assets in a trust and can be paired with an inventory of account names, locations, and access instructions. It is also important to consider privacy, security, and any platform policies when planning for digital asset succession. Including digital assets in estate planning often involves practical steps like preparing a secure list of instructions, ensuring authorized agents or trustees have access where permitted by terms of service, and using legal instruments that comply with federal and state rules. We assist clients in documenting digital assets and advising on the best ways to preserve and transfer access consistent with current legal and institutional practices.
If a financial institution refuses to accept a general assignment, first confirm their specific requirements and provide any additional requested documentation such as a certification of trust, notarized signatures, or corporate resolutions. Institutions vary in their acceptance policies, and some require specific forms or retitling processes. Open dialogue to understand and satisfy their requirements often resolves refusal. If necessary, small procedural adjustments or supplemental forms can overcome institutional hurdles and achieve the transfer’s intended effect. When an institution remains unwilling to accept an assignment, other avenues may be available, such as completing a retitling or providing a court order in certain situations. Our office communicates directly with institutions, prepares the required documentation, and seeks solutions that accomplish the client’s goals while complying with institutional rules.
Personal property like jewelry and artwork can be included in a trust through a general assignment paired with descriptive schedules that identify the items. Detailed descriptions, photographs, appraisals, or serial numbers help verify the items and assist trustees in managing or distributing them according to trust terms. Attaching these schedules to the assignment creates a clear record of which items the settlor intended to include without the need to retitle each piece individually, which is often impractical for such property. For high-value items, consider including written appraisals or insurance documentation and storing copies of these records with the estate plan. Our office prepares clear schedules and provides recommendations for documenting valuable personal property so trustees and beneficiaries can reliably identify and handle those items in accordance with the trust’s provisions.
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