A general assignment of assets to trust transfers specified property into a living trust to streamline management, avoid probate, and ensure that your wishes are followed after incapacity or death. This document is commonly used alongside a revocable living trust and works to move assets that might otherwise remain outside the trust. The process can include real estate, bank accounts, investment accounts, and personal property. For residents of Laguna Niguel and Orange County, a properly prepared assignment reduces administrative burdens for family members and helps maintain privacy by keeping assets out of the public probate record. Understanding how assignment works is the first step toward effective estate planning.
A general assignment is typically executed as a written instrument that identifies the assets being transferred and references the trust that will hold them. It often accompanies related estate planning documents such as a pour-over will, trust certification, and powers of attorney. While assignments can move many assets to a trust efficiently, they must be carefully drafted to match account titles, deeds, and beneficiary designations. Mistakes or vague descriptions can create gaps that lead to probate or disputes. Taking the time to align titles and account information with the trust ensures the assignment accomplishes its intended purpose and helps preserve your estate for intended beneficiaries.
Transferring assets through a general assignment to a living trust reduces the likelihood that those assets will be subject to probate and public court oversight. It promotes continuity of management if you become incapacitated, since the successor trustee can step in smoothly. Privacy is preserved because trust administration generally occurs outside of probate court, keeping details of assets and distributions confidential. This approach often simplifies asset distribution to beneficiaries and can reduce time and expense compared to probate administration. Additionally, a clear and comprehensive assignment can minimize family disputes and provide peace of mind that your estate will be handled according to your wishes.
The Law Offices of Robert P. Bergman serves California clients with practical, client-focused estate planning services including living trusts, general assignments of assets, wills, and related documents. Our team works to understand each client’s unique circumstances and to prepare documents that integrate with retirement accounts, insurance trusts, and special needs planning when needed. We emphasize clear communication, careful review of titles and beneficiary designations, and thorough documentation so assets pass as intended. Individuals and families in Laguna Niguel and across Orange County can rely on personalized guidance to navigate the transfer of assets into trust and to avoid common pitfalls.
A general assignment of assets to trust is a legal instrument that reassigns ownership or control of certain property to a revocable living trust. The assignment typically describes the trust by name and date, lists assets being transferred or describes classes of property, and contains signature and notarization to validate the transaction. It is important to coordinate the assignment with formal title changes, account re-registration, or beneficiary updates as appropriate. While the assignment facilitates trust administration, some assets such as retirement accounts and life insurance often require beneficiary designations rather than assignment, so a holistic review of each asset type is necessary.
When preparing a general assignment, care must be taken to identify assets accurately and to follow any specific transfer rules that apply to real property or financial accounts. For example, deeds require recording, bank accounts may require re-titling, and brokerage accounts often have their own forms. The assignment document helps capture intended transfers that are not automatically retitled at the time a trust is created. It can also serve as a temporary measure while account institutions process re-titling. Properly executed assignments reduce confusion and ease the trustee’s task in managing and distributing trust assets according to the trust instrument.
A general assignment is essentially a declaration by the property owner that certain assets are assigned to the trust. It does not always replace formal re-titling but documents the grantor’s intent that the listed assets become trust property. The assignment should reference the trust document by title and date and should be executed with the same formalities that validate many estate documents, such as signatures and notarization. This helps ensure institutions and courts recognize the transfer. The assignment is particularly useful for assets that were overlooked when the trust was funded or for property that is difficult to re-title immediately.
An effective general assignment should include clear identification of the trust, a description of assets or asset classes being transferred, the grantor’s statement of intent, signature and notarization, and any supplemental schedules that list property in detail. It may also include language authorizing trustees to manage, sell, or transfer assets as needed. Coordinating the assignment with deeds, account forms, and beneficiary designations is part of the process. Maintaining updated records and providing the successor trustee with access to the assignment and trust documents will facilitate efficient administration and reduce the risk that assets remain improperly titled outside the trust.
Understanding common terms helps you make informed choices when preparing an assignment and trust. Terms such as grantor, trustee, beneficiary, pour-over will, pour-over trust, certification of trust, and probate frequently appear in this area of law. Knowing what these terms mean makes it easier to follow the steps for funding a trust and to recognize when additional documents like powers of attorney or health care directives are needed. Reviewing a glossary before executing documents can prevent misunderstandings and ensure that your estate plan operates smoothly when it is needed most.
The grantor, sometimes called the trustmaker, is the person who creates the living trust and transfers assets into it. The grantor typically retains the ability to modify or revoke a revocable living trust during their lifetime and often serves as the initial trustee. The grantor’s intent is central to the operation of the trust and to any general assignment that moves property into the trust. Clear documentation of the grantor’s intent and actions, including signed assignment instruments and properly titled accounts, helps prevent future disputes and ensures that the trust operates according to the grantor’s plan.
The trustee manages trust assets for the benefit of the beneficiaries according to the terms of the trust. The successor trustee serves if the original trustee is unable to act due to incapacity or after death. Trustees have a fiduciary duty to act in the beneficiaries’ best interests and to follow the trust’s instructions regarding distribution and management of assets. The general assignment supports the trustee’s role by making it clearer which assets belong to the trust, enabling the trustee to fulfill management or distribution responsibilities without needing to undertake probate for assigned property.
A beneficiary is a person or entity designated to receive benefits from the trust, whether during the grantor’s lifetime or upon the grantor’s death. Beneficiaries may receive income, principal, or contingent distributions based on the trust’s terms. A properly executed general assignment helps ensure that assets intended for beneficiaries are held within the trust so the trustee can distribute them according to the grantor’s instructions. Keeping beneficiary designations and trust terms aligned prevents unintended outcomes and supports clear, timely distributions without unnecessary legal obstacles.
A pour-over will works in tandem with a living trust, directing that any assets not already titled in the trust at death be transferred into the trust and then distributed according to the trust’s provisions. The pour-over will serves as a safety net for overlooked property that was not assigned or re-titled during the grantor’s lifetime. It does not avoid probate for those assets but channels their ultimate distribution through the trust. Using both a pour-over will and a general assignment can provide a comprehensive approach to ensure that intended assets are governed by the trust.
There are multiple ways to move assets into a trust, including direct re-titling, beneficiary designations, transfer on death arrangements, and general assignments. Direct re-titling is often considered the cleanest method because ownership records reflect the trust as the owner, but it can be time consuming for numerous accounts or property types. Beneficiary designations work well for retirement and life insurance assets but do not transfer ownership to the trust. A general assignment provides a practical supplemental method to document intent and consolidate assets under the trust umbrella while account institutions process formal changes.
If an estate consists mainly of a modest number of assets that can be retitled quickly, direct re-titling and updated beneficiary forms may be sufficient. For example, a single residence, a bank account, and a retirement account with clear beneficiary designations can often be coordinated without resorting to an assignment document. However, even in straightforward situations, it is important to confirm that account titles, deeds, and designations are properly aligned with the trust to prevent unintended probate or distribution outcomes. A brief review ensures that the chosen approach accomplishes the grantor’s intentions.
Some assets allow transfer-on-death or payable-on-death designations that bypass probate without needing assignment to a trust. When these designations properly reflect the grantor’s wishes and coordinate with the rest of the estate plan, a limited approach can be effective. Still, these options do not provide centralized trust ownership and may leave management gaps if incapacity occurs. Reviewing how these designations operate together with a living trust helps determine whether an assignment or additional changes would better secure overall estate goals.
When an estate includes a wide range of asset types—such as real estate, brokerage accounts, retirement plans, business interests, and personal property—a comprehensive approach helps ensure that each asset is properly handled. Different asset classes have different transfer rules and tax considerations, and an assignment alone may not address specialized transfer requirements. Coordinating re-titling, beneficiary designations, and assignment instruments prevents assets from slipping through the cracks and reduces the need for probate or additional legal intervention after incapacity or death.
When family dynamics or complex distribution instructions are present, a coordinated plan that combines trust funding, clear documentation, and supporting instruments helps reduce uncertainty and potential disputes. A well-integrated plan ensures that the trust contains the assets meant for distribution, establishes clear trustee authority, and provides the necessary records for beneficiaries and fiduciaries to follow. This level of planning can minimize delays, reduce administrative cost, and preserve family relationships by making intentions and procedures transparent and straightforward for successor trustees and beneficiaries.
Fully funding a trust can significantly reduce the probability of probate, streamline asset management during incapacity, and simplify distribution after death. When assets are properly transferred into the trust, successor trustees can manage or distribute property according to the trust’s terms without court intervention. This can save time and money for families and preserve privacy since trust matters are usually handled outside of public probate files. A comprehensive approach also clarifies ownership, reduces administrative burdens, and helps avoid disputes over whether specific assets were intended to be part of the trust estate.
A thoroughly executed funding plan provides continuity, allowing financial institutions and title holders to recognize the trustee’s authority quickly and preventing delays in accessing accounts or property. It also allows for consistent planning across related documents such as powers of attorney and health care directives, ensuring that agents and trustees can act in a coordinated manner if the grantor becomes incapacitated. For many families, the combined benefits of reduced court involvement, clearer asset management, and more predictable distributions outweigh the additional administrative steps needed to fund the trust completely.
One of the most tangible benefits of fully funding a trust is the reduction or avoidance of probate proceedings, which can be time consuming and costly. Probate involves court oversight for distribution of assets that remain in the decedent’s name, which can delay distributions to beneficiaries and incur court and attorney fees. By ensuring assets are titled in the trust at the time of death, the successor trustee can follow the trust’s distribution plan directly. This typically results in faster access for beneficiaries, lower administrative expense, and greater privacy compared to probate administration.
A fully funded trust allows for seamless management if the grantor becomes incapacitated, because the successor trustee can act immediately under the trust terms without needing court appointment. This continuity protects assets and ensures bills are paid, investments are managed, and property is maintained according to the grantor’s directions. It also reduces stress on family members who might otherwise need to pursue conservatorship or guardianship through the courts. Comprehensive funding provides a practical and dignified mechanism for handling finances and property when the grantor cannot act personally.
Begin by compiling a comprehensive inventory of all assets, including bank and brokerage accounts, real property, retirement accounts, life insurance policies, business interests, and personal property. Note current titles, account numbers, and beneficiary designations. This inventory helps identify which items can be retitled directly to the trust, which require beneficiary updates, and which are suited for a general assignment. Maintaining a clear inventory reduces the chance that property will remain outside the trust and ensures a smoother transition for the successor trustee when it is time to administer or distribute trust assets.
When creating a general assignment, include schedules that list assets in sufficient detail so institutions and trustees can identify them without ambiguity. Use consistent naming conventions that mirror account titles and deed descriptions. Attach certifications of trust or other summary documents when institutions request proof of trustee authority rather than full trust copies. Clear documentation reduces questions, expedites institutional processing, and supports the successor trustee in carrying out their duties. Keeping organized files with originals and copies helps ensure the assignment accomplishes its intended purpose.
A general assignment is particularly helpful when assets were overlooked during initial trust funding, when there are numerous small accounts that would be burdensome to retitle individually, or when immediate documentation of intent is needed pending institutional changes. It also provides an additional layer of clarity for successor trustees about which assets the grantor intended to include in the trust. People who wish to reduce the administrative burden on family members, streamline management during incapacity, and consolidate disparate assets often find an assignment to be a practical component of a larger estate plan.
Consider using a general assignment when you want to ensure that household items, vehicles, and other tangible personal property are included in trust administration but retitling each item is impractical. It can also be useful during life transitions such as relocation, sale of property, or retirement account consolidations. The assignment should be used as part of a coordinated plan that includes reviewing deeds, account forms, and beneficiary designations to achieve the intended outcomes. Thoughtful use of the assignment reduces the risk that assets will unintentionally pass outside the trust.
Typical circumstances include creating a trust late in life, inheriting newly acquired property, transferring assets received as gifts, consolidating multiple retirement or investment accounts, or noticing that certain assets were never retitled. People also use assignments when they need a temporary solution while institutions process formal account changes. In each case, the assignment documents the grantor’s intent and can help protect against unintended probate. A careful review of the estate portfolio reveals whether an assignment complements other funding steps such as deed transfers and beneficiary updates.
When property is acquired after the trust is established, it is common for the new asset to remain in the individual’s name unless action is taken. An assignment can record the grantor’s intent to include new assets in the trust while formal title changes are arranged. This helps ensure the asset is treated as trust property for management and distribution purposes. Promptly documenting and processing transfers reduces the risk that newly acquired property will be subject to probate and makes it easier for the successor trustee to administer the estate according to the grantor’s plan.
Household items, collections, or small accounts are frequently overlooked when funding a trust. A general assignment can capture these items by describing classes of property or listing specific items on attached schedules. Doing so helps bring overlooked assets within the trust’s administration and avoids the need for separate probate proceedings for items intended to go through the trust. Properly documenting the assignment and keeping updated inventories ensures that nothing is unintentionally excluded from the estate plan.
Financial institutions and title companies sometimes take time to process re-titling requests, leaving a gap between the creation of the trust and the formal transfer of account ownership. A general assignment can be used to evidence the grantor’s intent during this interim period. It documents that the grantor has assigned certain assets to the trust even while account forms are being updated. Maintaining clear records of when re-titling was initiated and retaining copies of submitted forms helps demonstrate that assets were intended to be trust property.
The Law Offices of Robert P. Bergman provides Laguna Niguel residents with clear guidance on funding trusts, preparing general assignments, and coordinating related estate planning documents. We assist clients in inventorying assets, preparing assignment schedules, and communicating with institutions to effect needed title changes. With a practical approach that focuses on documentation and process, we help reduce administrative burdens for families and make trust administration more straightforward. Our goal is to provide clients with an estate plan that functions smoothly when it is needed most while honoring their personal priorities.
Clients choose the Law Offices of Robert P. Bergman for thoughtful guidance on trust funding and related documents because we emphasize clarity, responsiveness, and practical solutions. We take time to understand the full scope of a client’s assets and recommend approaches that reduce the risk of probate and simplify trustee responsibilities. Our services include preparing general assignments, coordinating with title companies and financial institutions, and reviewing beneficiary designations to ensure consistency across the estate plan. This comprehensive approach helps protect your intentions and supports an orderly transfer of assets.
Our firm assists with both single-asset situations and complex portfolios, guiding clients through the nuances of retitling deeds, updating account registrations, and documenting assignments. We provide clear written instructions and maintain organized records so successor trustees and family members can locate and understand the plan when needed. Where additional documents such as pour-over wills, certification of trust, or powers of attorney are helpful, we prepare those instruments to integrate with the trust and assignment strategy. Our focus is on durable, practical planning rather than unnecessary complexity.
We also prioritize client communication and convenience, offering assistance with document execution, notarization logistics, and coordination with institutional contacts. Whether the goal is to complete a small number of transfers or to build a comprehensive funding plan for a larger estate, we work to minimize administrative hurdles and clarify next steps. By organizing trust documents and assignment records clearly, we help families handle transitions with greater confidence and less friction during difficult times.
Our process begins with a detailed review of the client’s assets, account titles, deeds, and beneficiary designations to identify gaps between current ownership and the trust. We then prepare a tailored general assignment and schedules as needed, coordinate re-titling steps with institutions, and provide clear execution instructions. We advise on recording deeds where necessary and on which assets require beneficiary form changes rather than assignment. Throughout the process, we document completed tasks and provide the client and successor trustee with organized copies to support smooth administration when the time comes.
The initial step involves compiling a comprehensive inventory of assets and reviewing current ownership and beneficiary arrangements. We examine deeds, account statements, retirement plan forms, insurance policies, and physical property lists to determine what is already titled to the trust and what remains in the individual’s name. This review identifies items that may need deeds recorded, accounts retitled, or beneficiary designations changed. We then prioritize actions and prepare the documentation needed to effect the transfers and to create an accurate general assignment that reflects the client’s intent.
Based on the inventory, we prepare detailed schedules or attachment lists that describe assets to be assigned with sufficient specificity for institutions and trustees. These schedules often include account numbers, property addresses, vehicle identification numbers, and descriptions of tangible personal property. Clear schedules reduce ambiguity and help account holders and title companies process transfers efficiently. The schedules are attached to the general assignment to provide a precise record of what the grantor intended to transfer to the trust.
We advise clients on the specific forms and procedures required by financial institutions, title companies, and county recorders. Some institutions require trust certifications or specific transfer forms; others will re-title accounts directly. Understanding each institution’s requirements prevents delays and ensures transfers are recognized. We prepare the necessary documents, guide clients through execution and notarization, and follow up as needed to confirm that re-titling has been completed successfully or that the assignment is accepted as documentation of intent.
After identifying assets and institutional needs, we draft the general assignment and any supporting documents, such as a certification of trust or deed forms. We review the language to ensure it aligns with the trust instrument and clearly communicates the grantor’s intent. Once documents are prepared, we provide execution instructions, arrange notarization when appropriate, and assist with delivering documents to institutions or recording offices. Proper execution and timely follow-through are essential to ensure the assignment and related transfers have the intended legal effect.
Certain documents such as deeds and some assignments require notarization or witnesses to be effective. We coordinate the signing process to ensure that formalities are observed, guiding clients on how to execute documents properly and when to involve a notary or witnesses. Proper execution avoids challenges later and ensures that title companies and recorders accept the documents. We can also advise on secure ways to deliver executed documents and on retaining originals and copies for the trust and successor trustee records.
After execution, we assist in submitting the assignment and related forms to financial institutions and county recorders as necessary. This may include recording deeds at the county recorder’s office or providing certifications of trust to banks and brokerage firms. We follow up to confirm processing and to resolve any questions raised by institutions. Document submission and confirmation are important final steps to ensure assets are recognized as trust property and that the successor trustee will be able to manage them in accordance with the trust terms.
Once transfers are complete or assignment documents are in place, we compile a complete set of finalized documents for the grantor and the successor trustee. These records include the executed assignment, schedules, trust documents, certified copies when appropriate, and confirmation notices from institutions. We discuss storage options and provide recommendations for keeping records accessible to the trustee while preserving privacy and security. Clear recordkeeping ensures the trustee can act quickly and confidently when called upon to administer the trust.
We prepare orientation materials for successor trustees that summarize the trust’s key provisions, asset inventory, account access information, and steps for managing distributions. These materials help trustees understand immediate duties, locate documents, and contact relevant institutions. Clear handover information reduces delays in administration and supports timely action to protect assets and fulfill distribution goals. By providing concise, organized guidance, we help trustees fulfill their responsibilities in a manner consistent with the grantor’s intentions.
Estate plans evolve as life circumstances change, so we recommend periodic reviews of trust funding and beneficiary designations. We help clients update assignments, retitle accounts, and amend schedules as new assets are acquired or as relationships change. Regular maintenance prevents gaps that could result in probate or unintended distributions. Establishing a practice of reviewing and updating documents every few years or after major life events keeps the estate plan aligned with current wishes and financial circumstances.
A general assignment of assets to trust is a written declaration that certain property is intended to be held by a named living trust. It is commonly used when assets were not retitled to the trust at its creation, when newly acquired property needs to be included, or when multiple small accounts would be burdensome to retitle individually. The assignment identifies the trust, lists or describes the assets, and is signed and often notarized to document the grantor’s intent. It provides a practical means to evidence that assets should be treated as trust property while further retitling steps are arranged. The assignment helps successor trustees and institutions understand which assets were intended to be part of the trust, but it is most effective when combined with follow-up actions such as deed recordings and account re-titling. Some assets like retirement plans or life insurance may require beneficiary designations instead of assignment, so a coordinated review ensures each asset is handled correctly. Keeping clear records and communicating with institutions speeds processing and reduces the risk of assets remaining outside the trust.
A general assignment does not always replace the need to retitle deeds and accounts, but it can serve as interim documentation of the grantor’s intent while institutions process formal changes. Real property typically must have a recorded deed to reflect trust ownership definitively, and financial institutions often require specific forms to re-title accounts. The assignment is a valuable tool to document intent and capture items that were overlooked, but where feasible, direct re-titling is recommended for long-term clarity and institutional recognition. Institutions vary in how they treat assignments and may require a certification of trust or additional documentation before recognizing trustee authority. Therefore, the best practice is to use the assignment together with recorded deeds and account re-titling where required. This dual approach reduces ambiguity and helps ensure the trust functions as intended for asset management and distribution.
A general assignment can help avoid probate for many assets by documenting that they are intended to be trust property, but it does not automatically prevent probate for every asset. Assets that remain titled in the individual’s name at death and that do not have valid beneficiary designations may still be subject to probate. The assignment is one component of a broader funding strategy that includes re-titling and beneficiary reviews to maximize the avoidance of probate when that is the goal. For certain asset types, like retirement accounts and some insurance policies, beneficiary designations govern transfer and are often preferable to assignment. A comprehensive review of each asset’s transfer mechanism ensures that the most effective method is used to avoid probate and to match the grantor’s distribution objectives.
Beneficiary designations on retirement accounts and life insurance typically control who receives those assets and take precedence over directions in a trust unless the account specifically names the trust as beneficiary. If the trust is intended to receive these assets, the beneficiary form should name the trust explicitly. Assigning such accounts to a trust may not be effective if the institution requires a beneficiary form for transfer. Therefore, it is important to coordinate beneficiary designations with the trust provisions to ensure distribution goals are met. Where beneficiary designations are used, the general assignment can still play a complementary role by covering assets that cannot be transferred by designation alone. A careful reconciliation of beneficiary forms, account procedures, and trust language prevents conflicts and supports smooth administration during incapacity or after death.
Retirement accounts and life insurance policies often require beneficiary designations rather than assignment to a trust, and institutions may have rules that limit or control transfers. Naming the trust as beneficiary is an option in many cases but carries tax and administrative considerations that should be reviewed. For example, retirement accounts left to an individual beneficiary may have different tax treatment than accounts left to a trust, so thoughtful planning is important to meet distribution and tax goals. In some situations, an irrevocable life insurance trust or a dedicated retirement plan trust may be preferred to hold life insurance or retirement assets. A general assignment can document intent for other asset types while beneficiary designations are used for these accounts. Coordinating these elements with professional guidance ensures the chosen approach supports the larger estate plan objectives and legal requirements.
Formalities for a valid assignment typically include a written instrument that clearly identifies the trust, describes the assets or classes of assets being assigned, includes the grantor’s signature, and is notarized when required by institutional or recording rules. For assignments involving real property, recording a deed with the county recorder is often necessary to effect a transfer in title. Observing correct execution procedures and notarization helps ensure that institutions and courts will accept the assignment as valid evidence of the grantor’s intent. Different institutions may have additional requirements, such as certification of trust or specific transfer forms, so it is important to identify these needs early in the process. Complying with institutional procedures and recording requirements prevents delays and reduces the risk of the assignment being challenged or rejected when it is needed for trust administration.
Personal property and household items can be documented in a general assignment by attaching a schedule or inventory that lists items with enough detail to identify them clearly. Descriptions may include serial numbers, locations, or distinctive characteristics for valuable items, while class descriptions may suffice for common household goods. Including these lists as attachments to the assignment helps bring tangible personal property within the trust’s scope and provides successor trustees with a clear record of the grantor’s intentions for distribution or management. Maintaining and updating the inventory over time prevents confusion and helps ensure that personal property is handled as intended. When valuable items are present, consider separate documentation such as appraisals or photographs to supplement the inventory, which supports both trustee administration and insurance or valuation needs.
A successor trustee should first gather the trust document, general assignment, schedules, and any certifications of trust to present to financial institutions and title companies. The trustee should then contact account holders and recorders to confirm which assets are recognized as trust property and to obtain account statements and access credentials. Reviewing the inventory and confirming which assets are assigned or retitled reduces confusion and clarifies immediate management responsibilities such as paying bills, securing property, and safeguarding assets for beneficiaries. The trustee should also maintain careful records of communications and transactions, seek professional assistance for complex assets, and follow the trust terms closely regarding distributions. Being organized and methodical helps ensure the trustee can administer the trust efficiently and in a manner consistent with the grantor’s expressed wishes.
It is advisable to review trust funding and assignment documents after major life events such as marriage, divorce, births, deaths, changes in asset holdings, or relocation. Regular reviews every few years help ensure that newly acquired assets are included, that beneficiary designations remain current, and that assigned items reflect current intentions. Periodic reviews prevent the accumulation of overlooked assets that could complicate administration and increase the likelihood of probate for items not properly transferred. Updating records and reissuing assignments or recorded deeds when necessary also accounts for changes in institutional procedures and legal developments. Staying proactive about maintenance provides clarity for successor trustees and helps preserve the effectiveness of the overall estate plan.
The Law Offices of Robert P. Bergman assists clients throughout the trust funding process by conducting asset inventories, preparing general assignments and schedules, coordinating re-titling and recording where necessary, and advising on beneficiary designation alignment. We provide clear execution instructions, handle notarization logistics, and follow up with institutions to confirm that transfers are processed correctly. Our approach focuses on practical documentation and thorough recordkeeping to ensure that assets are treated as intended by the grantor. We also prepare related instruments such as pour-over wills, certification of trust documents, powers of attorney, and healthcare directives to create a cohesive plan. By organizing documents and providing trustee orientation materials, we help clients reduce administrative burdens on their families and make estate administration more manageable when it is needed.
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