A general assignment of assets to a trust is a document that transfers ownership of property into a living trust to simplify estate administration and avoid probate. In Santa Ana and throughout Orange County, clients turn to the Law Offices of Robert P. Bergman for clear guidance when preparing these documents as part of a broader estate plan. This section explains how assignments work, how they interact with revocable living trusts and pour-over wills, and the typical benefits for individuals who want to consolidate assets into a single trust vehicle while maintaining control during their lifetime.
Preparing a general assignment requires attention to the types of assets involved and the legal mechanics for transferring title. Common assets moved by assignment include bank accounts, investment accounts, vehicles, and personal property that can be transferred by written assignment. Irrevocable arrangements or assets with beneficiary designations may require additional steps. This paragraph offers an overview of what to expect when creating an assignment for a trust: documentation, coordination with financial institutions, and ensuring the trust instruments such as the certification of trust align with the assignment instructions.
A general assignment of assets to a trust can reduce the time, expense, and public exposure associated with probate while preserving orderly asset management. When assets are properly assigned to a revocable living trust, they become governed by the trust terms upon incapacity or death, providing continuity and privacy for beneficiaries. Assignments also help ensure pour-over wills operate as intended by funneling any assets not originally titled in the trust into it. For families with special needs, retirement accounts, or life insurance arrangements, a coordinated assignment strategy can protect intended distributions and simplify administration for successor trustees.
Law Offices of Robert P. Bergman has served clients in Santa Ana and throughout California with comprehensive estate planning services including revocable living trusts, wills, powers of attorney, and assignments of assets. Our approach emphasizes clear communication, careful document drafting, and practical planning to reflect each client’s priorities, whether simplifying probate, protecting a loved one with special needs, or arranging pet care and guardianship nominations. We coordinate trust certifications, pour-over wills, and ancillary documents to create a cohesive plan that adapts to family changes and life events while honoring client intentions.
A general assignment of assets to a trust is a written instrument that transfers ownership interest from an individual to a trust, often a revocable living trust controlled by the same person during life. This transfer clarifies that assets are held for the trust’s benefit and aligns legal title with the trust instrument. The assignment process varies by asset type: real property requires recorded deeds, bank and brokerage accounts often require change-of-title forms, and personal property can be assigned via a straightforward written assignment. Effective assignments consider beneficiary designations, retirement plan rules, and tax implications to avoid unintended consequences.
Not all assets are transferred in the same way, and some remain outside the trust because beneficiary designations or contract terms control them. For example, retirement accounts and payable-on-death accounts may pass directly to named beneficiaries unless retitled or otherwise coordinated. When preparing a general assignment, it is important to identify each asset, determine whether assignment is appropriate or possible, and then follow the proper legal and institutional procedures. The goal is to make the trust the effective owner where desired so the trust terms control distribution and management according to the estate plan.
A general assignment is a legal document that conveys an individual’s interest in specific assets to a trust. It serves as a method of transferring ownership into the trust’s name without necessarily changing account beneficiary designations or retitling certain assets immediately. Assignments are commonly used to move tangible personal property, household items, and assets that do not require formal deed recording. The document typically names the trust, identifies the assets being assigned, and includes the assignor’s signature, often notarized. Proper drafting ensures the assignment aligns with the trust agreement’s provisions and the overall estate plan.
Effective assignments identify the trust by name and date, list the assets being assigned, and include a clear statement transferring interest. Steps include reviewing the trust document to confirm trustee authority, preparing the assignment form, obtaining any necessary signatures and notarizations, and delivering or recording documentation as needed. Coordination with financial institutions or title companies is often required to retitle accounts and property. It is also important to review beneficiary designations and retirement accounts to ensure they remain consistent with the client’s plan, and to prepare supporting documents like a certification of trust when institutions request proof of the trust’s existence.
This glossary defines commonly used terms you will encounter when creating a general assignment to a trust. Understanding these terms helps when reviewing documents such as revocable living trusts, pour-over wills, certifications of trust, and powers of attorney. Familiarity reduces confusion when retitling assets and communicating with banks, title companies, and successor trustees. The definitions below are written to clarify roles, documents, and processes so you can make informed decisions that align with your estate planning goals and the mechanics required to place assets properly into a trust.
A revocable living trust is a legal arrangement in which a person transfers ownership of assets into a trust they control during life. The trust document sets out who will manage and receive assets if the person becomes incapacitated or dies. Because the trust is revocable, the creator can make changes or revoke it while alive. Assets held in the trust generally avoid probate and are distributed according to the trust terms, providing smoother administration and privacy for beneficiaries while also permitting the creator to retain management authority for as long as desired.
A certification of trust is a condensed document that provides essential information about a trust without disclosing private terms. Financial institutions and title companies often request this certification to verify the trust’s existence, the trustee’s authority, and the trust date. The certification typically includes the trust name, date, whether it is revocable, the trustee’s powers, and signature blocks. It allows institutions to accept transfers or to communicate about trust assets while preserving confidentiality regarding the trust’s beneficiaries and distribution provisions.
A pour-over will is a testamentary document that directs any assets not already placed in a trust at death to be transferred into the trust and administered under its terms. It acts as a safety net to capture assets omitted from trust funding during life. While a pour-over will does not avoid probate by itself, it ensures that stray assets ultimately fall under the trust’s distribution scheme. The will works in tandem with the trust to provide a comprehensive plan for assets that were not formally assigned or retitled before death.
A financial power of attorney appoints an agent to manage financial affairs when the principal cannot act, while an advance health care directive designates a health care agent and sets out medical preferences. These documents work with trusts to address incapacity: a trustee may manage trust assets, while the agent under a financial power of attorney handles non-trust financial matters. An advance health care directive ensures health decisions align with the principal’s wishes. Together with trust documents, these forms form a coordinated plan for incapacity and end-of-life decisions.
When consolidating assets into a trust, you can use assignments, retitling, or beneficiary designations, each with different consequences. Direct assignment places ownership interest in the trust by written transfer, retitling changes the account or property title into the trust name, and beneficiary designations name individuals or payable-on-death recipients. Assignments are flexible for many personal items, while retitling and beneficiary updates may be required for bank accounts, real estate, and securities. Selecting the appropriate method for each asset requires evaluating institutional rules, tax effects, and how you want assets to be managed if you become incapacitated or upon death.
A limited assignment approach may suit individuals who already have most assets properly titled in a trust and only need to transfer a small number of remaining items. In such cases, completing a targeted assignment for personal property and a handful of accounts is efficient and minimizes administrative complexity. This approach is often appropriate when there are no complex tax or creditor concerns and when beneficiary designations are current. It provides a practical way to tidy the estate plan without large-scale retitling or restructuring of retirement accounts that might have separate rules.
A limited approach is commonly used to assign tangible personal property and household items that do not require public recording or complex institutional processing. These assignments are straightforward to document and deliver, and they help ensure personal effects pass under trust terms rather than being subject to probate. This method is efficient for clients who have already addressed major assets like real property and investment accounts, focusing instead on smaller items and collections to ensure comprehensive coverage under the trust without extensive coordination with multiple financial institutions.
A comprehensive funding strategy is advisable for clients with complex portfolios, multiple real properties, retirement plans, or entities such as closely held businesses. These situations require careful coordination to avoid unintended tax consequences, creditor exposure, or conflicts with beneficiary designations. A broad review identifies assets that must be retitled, redesigned, or have beneficiary forms updated. A full-scale approach also addresses trust modifications, irrevocable arrangements like life insurance trusts, and integration with successor planning to ensure the trust operates smoothly across different asset classes and ownership arrangements.
Comprehensive planning is often necessary for families with blended structures, special needs beneficiaries, or specific distribution priorities such as preserving retirement benefits or protecting legacy gifts. These plans may include creating specialized trusts, adjusting beneficiary designations, or coordinating powers and guardianship nominations to align with long-term objectives. Ensuring that asset assignments, trust provisions, and ancillary documents work together reduces the risk of disputes and ensures continuity in managing assets for beneficiaries who require ongoing support, while also preserving intended tax and retirement outcomes.
A comprehensive approach ensures that assets are titled and transferred in ways that reflect the client’s objectives, reduces the risk of assets inadvertently passing through probate, and provides a unified framework for incapacity and distribution. When assignments, deeds, beneficiary forms, and trust certifications are coordinated, successor trustees can manage or distribute assets more efficiently. This planning also enhances privacy, mitigates potential family disputes, and can simplify tax reporting during administration. The result is a clearer path for trustees and beneficiaries to follow, reducing administrative burdens and delays.
Comprehensive planning also allows for proactive solutions to protect vulnerable beneficiaries and to address long-term healthcare planning and guardianship nominations. By integrating powers of attorney, advance health care directives, and trust arrangements, families can have continuity of decision-making during incapacity. Additionally, comprehensive efforts identify potential gaps such as retirement accounts with conflicting beneficiary designations or assets located in multiple states, then implement solutions such as pour-over wills or trust modifications to create a cohesive estate administration process that respects the client’s wishes and reduces uncertainty for loved ones.
When assets are properly assigned and funded into a trust, many of them avoid probate, which can be time-consuming, costly, and public. A thorough assignment and retitling process ensures that the trust controls distribution and administration without court oversight. This minimizes delays for beneficiaries and reduces the administrative costs associated with probate proceedings. For many families, this privacy and efficiency are primary reasons to pursue a full funding strategy, allowing successor trustees to carry out the trust’s terms directly rather than navigating probate court procedures and notices.
A comprehensive plan creates a seamless transition for asset management if the trust maker becomes incapacitated. Trust documents and supporting assignments designate trustees who can immediately step in to manage trust assets, while powers of attorney address non-trust matters. This coordination reduces the need for court intervention to appoint conservators or guardians. It also ensures that a trusted individual is authorized to pay bills, maintain properties, and manage investments under the trust’s terms, preserving the trust maker’s intent and minimizing disruption for family members responsible for day-to-day care and financial decisions.
Begin by creating a detailed inventory of all accounts, properties, and personal items so you know what needs assignment, retitling, or beneficiary updates. Include bank accounts, investment accounts, real estate, vehicles, life insurance policies, retirement plans, and valuable personal property. Document account numbers, titles, and current beneficiaries. This comprehensive list makes it easier to prioritize transfers, identify accounts that cannot be assigned, and work efficiently with financial institutions. A clear inventory also helps avoid missed assets that could end up in probate or create confusion for trustees and family members.
Retirement accounts and life insurance policies often pass by beneficiary designation and may not be affected by a general assignment. Review and, if needed, update beneficiary designations to match your overall estate plan. Consider how designations interact with trust funding and whether a trust should be named as beneficiary, keeping in mind tax and distribution consequences. Ensuring consistency between assignments, trust provisions, and beneficiary forms reduces the risk of unintended outcomes and helps the trust operate as intended upon incapacity or death.
Clients often choose a general assignment to ensure household items, collections, and other tangible property are governed by the trust, to simplify the estate settlement process, and to provide continuity for successors. Assignments can be efficient when many assets have already been transferred to the trust and only a few remain outside. They also help clarify the ownership of personal property that might otherwise be overlooked during administration. For those seeking to reduce probate involvement while maintaining control over assets during life, assignments are a practical tool within a larger estate planning framework.
Another common reason to pursue assignments is to align all estate planning documents, including powers of attorney, advance health care directives, and pour-over wills, into a cohesive plan. Assignments work alongside these documents to ensure the trust holds appropriate assets and that non-trust matters are managed consistently during incapacity. Properly prepared assignments reduce administrative burdens on family members, help preserve privacy, and can provide a clearer path for trustees to follow, minimizing disputes and enabling timely distributions according to the trust’s provisions.
Common circumstances include transferring personal property into a trust after its creation, consolidating scattered assets to avoid probate, addressing assets discovered late in life, and preparing for incapacity. Assignments are useful when a trust maker acquires items after the trust is formed or when family members need clarity about ownership of collections and household items. They are also often used where retitling is not practical immediately, providing a documented intent to bring property under the trust’s terms without delay, while planning for eventual formal retitling when appropriate.
When new assets are acquired after a trust is created, a simple assignment can bring those items under trust control without revising the trust document. This is often the case with personal property, recent purchases, or newly inherited items. An assignment documents the owner’s intention that these assets be governed by the trust and helps ensure they are treated consistently with the rest of the estate plan. Completing these assignments promptly reduces the risk that recently acquired assets will inadvertently pass through probate or be treated inconsistently.
Household furnishings, art, jewelry, and collectible items frequently require written assignments to make clear they belong to the trust. These items are often overlooked when funding a trust, causing challenges for trustees later. A general assignment provides a straightforward method to include such property under trust management and distribution rules. Documenting ownership through assignments avoids disputes among heirs and provides a clear record that these personal items were intended to be part of the trust estate.
Some assets can be assigned without public recording, making assignments a practical choice when retitling is unnecessary or when immediate recording would be impractical. Items like household goods, vehicles in some cases, and certain business interests may be effectively transferred through assignment rather than full retitling. This approach is useful for simplifying internal estate organization and establishing the trust’s claim to those assets while preserving flexibility for formal transfer processes when warranted by institutional or legal requirements.
If you live in Santa Ana or elsewhere in Orange County and are planning to fund a trust or create assignments of assets, the Law Offices of Robert P. Bergman can guide you through the necessary steps. We assist with preparing assignment documents, coordinating with banks and title companies, updating beneficiary designations, and ensuring that your trust and pour-over will work together as intended. Our goal is to make the process straightforward, protect your privacy, and reduce the administrative burden on those who will handle your affairs in the future.
Clients choose our firm for practical, thoughtful estate planning that includes trust funding, assignments, and related documents such as pour-over wills and certifications of trust. We focus on clear communication and thorough document preparation so that trustees and family members can administer the estate with minimal confusion. By reviewing all assets and coordinating with institutions, we help ensure that the trust’s terms will be effective when needed and that distributions occur according to the client’s wishes while reducing unnecessary public administration.
Our services extend beyond preparing documents to include a careful review of beneficiary designations, retirement accounts, and insurance policies to determine how they fit within the overall plan. We assist in determining when a general assignment is appropriate versus when retitling or beneficiary updates are preferable, and we prepare the necessary paperwork for transfers and recordings. This attention to detail helps reduce the potential for disputes and creates a clearer path for successor trustees and designated agents to follow.
We also provide guidance on related matters such as powers of attorney, advance health care directives, guardianship nominations, and trust modifications when family circumstances change. Whether the objective is to avoid probate, handle special needs planning, or maintain privacy, we craft documents and procedures that reflect each client’s priorities and practical realities. Our goal is to implement a funding strategy that provides peace of mind and continuity for loved ones.
Our process begins with an initial review of your current estate plan and a complete asset inventory. We identify items that should be assigned to the trust, determine necessary retitling or beneficiary updates, and prepare assignment forms, deeds, and certifications of trust. We coordinate with financial institutions and title companies, review options for retirement and insurance accounts, and advise on any needed trust modifications. Final documents are executed with proper notarization and recording where required, and we provide a clear funding checklist to help you maintain a fully funded trust.
The first step is gathering information about your assets and reviewing existing estate planning documents. This includes listing bank and investment accounts, real property, vehicles, retirement accounts, insurance policies, and valuable personal property. We also review the trust document, pour-over will, powers of attorney, and health care directives to ensure consistency. This comprehensive assessment identifies gaps in funding and any conflicting beneficiary designations so we can recommend the most effective approach for assignments, retitling, or other transfers to align the estate plan.
We assist you in collecting account statements, deeds, titles, and policy documents so that each asset’s current ownership status is clear. Gathering this documentation helps determine whether an assignment, deed, or beneficiary update is needed. We also identify assets held jointly or subject to payable-on-death arrangements, since these may bypass trust control. By documenting each item and its title information, we can prepare accurate assignments and coordinate retitling steps with institutions to ensure the trust receives the intended assets.
Part of the initial review is confirming the trust’s trustee powers, successor trustee provisions, and distribution terms. Understanding how the trust directs management and distribution allows us to prepare assignments that support those provisions and to recommend any needed trust amendments. This review also informs whether a certification of trust or additional documentation will be necessary to satisfy institutional requirements for accepting transfers and for demonstrating trustee authority to handle trust assets.
After identifying assets and confirming trust terms, we draft the appropriate assignment forms, deeds, and supporting documents. We prepare certifications of trust to present to institutions and confirm the required notarizations and recordings. Next, we coordinate with banks, brokerages, title companies, and other institutions to submit the documents and follow up until transfers are completed. This step ensures proper execution and helps avoid delays or refusals due to incomplete or improperly formatted submissions.
We draft clear assignment instruments that specify the trust name and date, identify the assets being transferred, and include appropriate signatures and notarizations. For real property, we prepare deeds for recording that meet county requirements. For personal property and accounts, we provide written assignments and coordinate the delivery of documentation. Proper execution reduces the risk of disputes later and provides a formal record that assets were placed under trust control according to the client’s plan.
Our team contacts institutions on your behalf to confirm their specific requirements for accepting assignments and retitling accounts. We submit the appropriate documentation, respond to requests for additional forms, and follow up until the transfer is finalized. This proactive coordination is important because different institutions have different policies, and timely communication helps prevent assets from remaining outside the trust due to avoidable administrative hurdles.
Once assignments and retitlings are complete, we confirm transfers and provide you with updated documentation and a funding checklist. Maintaining records and periodically reviewing beneficiary designations and asset ownership helps ensure the trust remains fully funded over time. We recommend scheduled reviews after major life events such as marriage, divorce, births, or changes in financial accounts. Ongoing maintenance prevents drift between the estate plan and current asset ownership, preserving the plan’s intent and utility for successors.
After transfers are complete, we assemble a package for trustees that includes the trust document, certification of trust, copies of recorded deeds and assignment instruments, beneficiary designation summaries, and instructions for administering the trust. This organized set of documents helps successor trustees act confidently and reduces delays in managing or distributing trust assets. Clear recordkeeping also aids in tax reporting and provides a reference for any future trust modifications.
We recommend periodic reviews of your estate plan to ensure ongoing alignment between asset ownership and trust terms. Life changes, new acquisitions, and shifting financial goals can require updates to assignments, retitling, or beneficiary forms. Regular check-ins help catch assets that were acquired after the initial funding and allow for timely adjustments to maintain the trust’s intended effectiveness. These reviews protect your plan’s continuity and provide opportunities to address new legal or tax considerations as they arise.
A general assignment of assets to a trust is a written document that transfers the owner’s interest in certain assets into the trust. It is commonly used for tangible personal property, items acquired after the trust was created, and assets that do not require a formal deed or public recording. The assignment names the trust, identifies the assets, and includes the assignor’s signature. It documents the intention that these items be governed by the trust during administration and distribution, helping to avoid confusion at the time of incapacity or death. Assignments are used when retitling or changing beneficiary designations is unnecessary or impractical immediately. For some assets, such as bank and brokerage accounts or real property, institutions may require retitling into the trust’s name instead of a simple assignment, so assignments are most effective when matched to the appropriate asset type. The goal is clear documentation and consistency with the estate plan so successor trustees and beneficiaries understand ownership and distribution under the trust’s terms.
A general assignment can help avoid probate for assets that are successfully transferred into the trust prior to death, but it does not automatically avoid probate for all assets. Some property, such as retirement accounts and life insurance with beneficiary designations, may pass outside the trust unless the beneficiary forms are updated to name the trust. Additionally, jointly held property or assets with payable-on-death designations may bypass probate depending on how they are titled. Effective planning reviews each asset type and uses the appropriate transfer mechanism to minimize probate exposure. To reduce the likelihood of probate, a comprehensive approach combines assignments where appropriate with retitling, beneficiary designation reviews, and recorded deeds for real estate. A pour-over will may capture overlooked assets, but wills go through probate, so relying solely on a pour-over will does not avoid probate. The most reliable way to avoid probate is to ensure assets are properly titled or otherwise designated to pass directly to beneficiaries or into the trust before death.
Beneficiary designations often control the distribution of retirement accounts, life insurance proceeds, and payable-on-death bank accounts, and these designations can override a trust unless they are updated. If you intend for a trust to receive certain assets, you must coordinate beneficiary forms with trust terms. Naming a trust as beneficiary may be appropriate in some circumstances, but it can have tax and distribution consequences that should be reviewed. If beneficiary designations conflict with the trust, assets could pass outside the trust and potentially create unintended outcomes. When planning assignments and trust funding, it is important to review all beneficiary designations and determine whether to update them to align with the trust. For some clients, keeping individual beneficiaries on retirement accounts is preferable to avoid tax complications, while for others directing proceeds into a trust will provide better long-term management for vulnerable beneficiaries. Each situation requires tailored consideration of tax, distribution, and administrative factors.
Retirement accounts generally cannot be transferred by a simple assignment into a revocable living trust while preserving their tax-advantaged status. These accounts often have specific rules and beneficiary designations that control distribution upon death. Naming a trust as sole beneficiary can be done but may trigger distribution rules and tax considerations that differ from naming individuals directly. In many cases, it is better to coordinate beneficiary designations or consider specialized trust arrangements for retirement assets rather than attempting to assign them in the same way as personal property. When retirement accounts are a significant part of an estate, the planning approach focuses on beneficiary designations, trust planning tailored to retirement distributions, or investing in trust structures that accommodate required minimum distributions and tax planning goals. It is important to review retirement accounts with a clear strategy to avoid unintended tax consequences and to ensure that the account beneficiary designations work harmoniously with the trust and overall estate plan.
Yes, transferring real property into a trust typically requires preparing and recording a deed that conveys title from the individual to the trust. Deeds must meet county recording requirements and be properly executed and notarized. Recording a deed puts the change of ownership in the public record and is an essential step for real estate funding. Failing to record a deed can leave the property outside the trust and potentially subject to probate or complicate the trust administration process. When preparing deeds for trust transfers, it is important to confirm the trust name and date precisely and to coordinate with title companies or mortgage lenders if applicable. Some mortgages include due-on-sale clauses, so lenders’ policies should be checked; many lenders allow transfers into a revocable living trust without triggering acceleration. Working with a professional who understands local recording requirements ensures the deed is prepared and filed correctly.
A certification of trust is a shortened document that provides key facts about the trust—such as the trust name, date, and trustee authority—without revealing private distribution provisions. Financial institutions and title companies often request this to verify that the trustee has authority to act on behalf of the trust when accepting transfers or handling accounts. The certification streamlines institutional processes while keeping the trust’s detailed terms confidential. Institutions request a certification because they need assurance of trustee authority without reviewing the entire trust document. Providing a properly prepared certification along with any required signatures or notarizations helps expedite transfers and retitling, reducing institutional resistance to assignments and trust funding. Having a certification ready can simplify coordination when opening accounts or retitling assets into the trust.
Periodic review of assignments and trust funding is recommended whenever major life changes occur, such as marriage, divorce, births, deaths, real estate transactions, or significant changes in financial accounts. Additionally, reviewing the plan every few years helps catch assets acquired after the initial funding and ensures beneficiary designations remain aligned with your goals. Regular maintenance prevents drift between current asset ownership and the trust’s intended coverage, reducing the risk of unintended probate or distribution issues. Proactive reviews also allow you to address changes in tax law, financial institutions’ procedures, and family circumstances that may affect the plan. Scheduling periodic check-ins helps maintain an up-to-date funding strategy and ensures that trustees have clear, current documentation to administer the trust according to your wishes.
Vehicles can typically be assigned or retitled to a trust, but the process depends on your state’s motor vehicle department rules. In many cases, transferring a vehicle to a revocable living trust involves completing a title transfer form naming the trust as the new owner, signing the existing title, and submitting any required notarizations and fees. It is important to verify the local DMV requirements and confirm whether insurance policies need to be updated to reflect the trust’s ownership. Before transferring a vehicle, consider whether ownership by the trust affects liability or insurance coverage and whether the vehicle is subject to any loan or lien. If a mortgage or lien exists, lender consent may be necessary. Coordinating with your insurance carrier and ensuring proper documentation prevents gaps in coverage and confirms the vehicle will be administered under the trust when needed.
A pour-over will directs any assets not already in the trust at death to be distributed into the trust and administered according to the trust’s terms. It acts as a safety net for assets unintentionally left out of trust funding. While a pour-over will ensures stray assets are captured by the trust, it does not avoid probate itself; the assets covered by the will will typically go through probate before being transferred to the trust. Because a pour-over will requires probate to move assets into the trust, it is best used in combination with proactive funding measures such as assignments and retitling to minimize the assets that must pass through probate. Ensuring most assets are already in the trust reduces the reliance on the pour-over will and limits the time and expense required to administer the estate through probate court.
A comprehensive trustee package should include the trust document, a certification of trust, copies of recorded deeds and executed assignment instruments, beneficiary designation summaries, and contact information for financial institutions. It should also contain important tax identification details, account numbers, and a funding checklist that documents which assets have been transferred and which remain outstanding. Providing clear instructions and organized records reduces delays and uncertainty for successor trustees tasked with managing or distributing trust assets. Additionally, include powers of attorney, advance health care directives, and any guardianship nominations that relate to family care plans. Including a summary of the trust maker’s wishes, location of original documents, digital account access instructions, and contacts for advisors such as accountants or financial institutions will further assist trustees in fulfilling their duties efficiently and in accordance with the trust’s terms.
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