A general assignment of assets to a trust is a legal document used to transfer ownership of specified assets into a trust to achieve coordinated estate planning goals. This introductory explanation helps Los Altos residents understand how a general assignment can simplify the transition of property into a trust, reduce probate exposure for certain items, and align assets with a comprehensive estate plan, including pour-over wills and trust certifications. We outline common uses, benefits, and how this document often works alongside a revocable living trust, last will and testament, and other trust-related instruments to protect family interests.
Many people in Santa Clara County choose a general assignment as part of an overall trust funding strategy because it provides a straightforward method to transfer assets that are not retitled immediately into a trust. This paragraph explains practical considerations such as which assets are commonly assigned, how the assignment interacts with beneficiary designations, and why coordinating other documents like powers of attorney and health care directives matters. We also touch on the importance of accurate asset lists and the role of trustees in managing newly assigned property to honor the settlor’s intentions and maintain continuity for heirs.
Using a general assignment to move assets into a trust can bring several tangible benefits, including clearer ownership records and a smoother transfer process at the time of incapacity or death. This instrument often complements a revocable living trust and pour-over will by capturing assets that were overlooked during initial trust funding. It can reduce administrative burden for survivors, minimize delays in distributing items of modest value, and support the intent to keep assets governed by the trust. Careful drafting ensures the document aligns with beneficiary designations, retirement plan trust needs, and any special trust arrangements such as pet trusts or special needs trusts.
The Law Offices of Robert P. Bergman provide estate planning services to individuals and families throughout Los Altos and the San Jose area, focusing on thorough, practical planning documents. Our firm assists clients with creating revocable living trusts, pour-over wills, powers of attorney, health care directives, and supporting trust documents such as the general assignment of assets to trust and certification of trust. We prioritize clear communication and careful review of asset lists, retirement plan trust considerations, and nomination provisions for guardianship to ensure plans reflect each client’s priorities and circumstances while following California law and best practices in estate administration.
A general assignment is a written instrument that transfers specified property into a trust without the need to retitle every asset at once. This approach is useful for tangible personal property and other items that are difficult to retitle, such as family heirlooms, collectibles, or smaller accounts. It complements primary estate planning documents and often works together with a pour-over will, which moves any remaining testamentary assets into the trust upon death. Properly prepared, an assignment clarifies ownership and can streamline trustee duties, reduce disputes among heirs, and support the settlor’s goals for distribution and care of assets over time.
When assembling a general assignment, it is important to carefully describe the assets being assigned, reference the controlling trust document, and ensure signatures comply with California formalities. The instrument is not a substitute for retitling high-value assets like real estate or retirement accounts when appropriate, but it does provide an efficient mechanism for certain categories of property. The assignment should be coordinated with documents such as a Certification of Trust and a General Assignment of Assets to Trust so trustees and financial institutions can verify authority and carry out transfers according to the trust terms and applicable regulations.
A general assignment to a trust is a legal declaration that moves specified assets into the ownership of a trust, usually a revocable living trust, by describing the property and stating the transfer. The document often references the trust by name and date and authorizes the trustee to manage or distribute the newly assigned assets under the trust’s terms. It fills gaps for items that are not easily retitled and supports the settlor’s plan to keep assets governed by the trust framework. Clear drafting helps prevent misunderstandings and ensures the assignment complements beneficiary designations and related estate documents.
A well-drafted general assignment includes a precise description of assets, the identity and date of the trust, the signature of the assigning party, and witness or notary details when required. The process typically begins with compiling an inventory of items to be assigned, confirming which assets should instead be retitled directly, and coordinating beneficiary designations where needed. After execution, copies are provided to the trustee and retained with estate planning records. Ongoing review is recommended to capture new assets, update descriptions, and ensure that the assignment continues to reflect the settlor’s goals as circumstances change.
Familiarity with certain terms helps clients understand how a general assignment interacts with their overall estate plan. Terms include trust settlor, trustee, pour-over will, custodian, retitling, beneficiary designation, Certification of Trust, and durable power of attorney. Understanding these phrases clarifies responsibilities and shows how documents work together. For example, a Certification of Trust provides proof of the trust’s existence to financial institutions without disclosing private trust terms, while a pour-over will ensures assets not transferred during life are swept into the trust at death. Clear definitions reduce confusion and support smoother administration.
A revocable living trust is a legal arrangement in which a person, the settlor, transfers ownership of assets to a trust during their lifetime while retaining the ability to modify or revoke the arrangement. The trust names a trustee to manage assets for the benefit of designated beneficiaries and typically becomes a central document for distributing property at incapacity or death. This vehicle can simplify successor management, allow for continuity of asset administration, and work in tandem with documents like a general assignment of assets to trust and a pour-over will to ensure comprehensive administration without extensive probate involvement.
A pour-over will is a testamentary document designed to transfer any assets that were not placed into a trust during the settlor’s lifetime into the successor trust at death. It acts as a safety net to ensure the settlor’s intentions are carried out even if some items were inadvertently left outside the trust. The probate court supervises the transfer of those assets into the trust, after which the trustee distributes them according to the trust’s terms. This instrument complements a general assignment by capturing lingering assets that should ultimately be managed under the trust structure.
A Certification of Trust is a condensed summary of a trust that provides proof of the trust’s existence and the trustee’s authority without revealing confidential trust provisions. Financial institutions and third parties commonly accept this document when transferring assets or recognizing trustee powers. The certification typically includes the trust’s name, date, the identity of the trustee, and statements regarding the trustee’s authority. Using a certification can facilitate the mechanics of assigning assets into a trust, reduce unnecessary disclosure of personal estate details, and streamline interactions with banks and other institutions.
A general assignment of assets to trust is a document that transfers ownership of specified personal property and certain accounts into an existing trust where retitling each item is impractical. It is often used to make sure modest or tangible items are governed by the trust without the administrative burden of individual retitling. The assignment should clearly reference the trust and list or describe the assigned items. Properly used, it supports the trust’s administration, helps prevent probate for included items, and coordinates with related estate planning instruments like powers of attorney and health care directives.
When deciding how to fund a trust, clients evaluate different options such as retitling real property, changing beneficiary designations, using transfer-on-death designations, and executing a general assignment for certain items. Each option has trade-offs related to ease, cost, and effectiveness. Retitling real estate provides clear legal ownership but can involve recording steps; beneficiary designations are essential for retirement accounts but must be coordinated with trust terms; general assignments are efficient for tangible personal property. A careful comparison helps determine the best combination of measures to implement a client’s overall estate plan and reduce future administrative burdens.
A limited approach such as a general assignment may be appropriate when the assets in question consist largely of personal effects, household items, and smaller accounts that are not worth the time and expense of individual retitling. For these types of items, listing and assigning them to the trust provides clarity and ensures they are included in the trust’s administration without extensive paperwork. This strategy helps avoid the overlooked item problem where unretitled property would otherwise remain outside the trust, while still allowing larger assets to be addressed individually through retitling or beneficiary designation updates as needed.
A general assignment can serve as an interim solution while a more permanent funding strategy is completed, especially for clients who are updating their plans gradually. It provides immediate assurance that certain assets will be governed by the trust, allowing time to retitle high-value items or change account registrations. This approach supports a phased planning process, reduces stress for clients managing many accounts or properties, and ensures continuity in the trust administration even while more detailed changes are being implemented over time in coordination with other estate planning documents.
Comprehensive funding becomes important when clients hold complex assets such as real property, business interests, and retirement accounts that require special handling and coordination of beneficiary designations or creation of a retirement plan trust. These assets often have legal and tax considerations that exceed the capability of a simple assignment. Ensuring alignment among trust documents, beneficiary forms, and tax-sensitive instruments reduces the risk of unintended outcomes, litigation, or delays in distribution, and provides a consistent plan for transferring significant assets to the intended beneficiaries in a manner that fits the overall estate strategy.
When family situations involve needs such as ongoing care for a dependent, blended family dynamics, or special needs beneficiaries, a comprehensive approach that includes tailored trust provisions, guardianship nominations, and potentially special needs trusts is often the most effective. These circumstances demand careful drafting to preserve public benefits where appropriate, provide for long-term care, and address distribution timing. A comprehensive plan ties the general assignment, trust terms, and supporting documents together to create a predictable, administrable structure for meeting family objectives while minimizing the likelihood of disputes.
A comprehensive approach to trust funding ensures that all assets are reviewed and placed into the appropriate legal vehicle, whether by retitling, beneficiary designation, or assignment. This reduces the chance of assets being unintentionally left outside the trust and subject to probate. By coordinating the revocable living trust with supporting documents such as the general assignment, pour-over will, powers of attorney, and health care directives, clients achieve smoother transitions during incapacity and clearer paths for distribution at death, minimizing administrative delays and providing family members with a well-documented plan to follow.
In addition to administrative ease, comprehensive planning often reduces stress for survivors by clarifying decision-making authority and providing instructions for managing specific assets, including retirement plan trusts and irrevocable life insurance trusts when appropriate. Well-coordinated documents protect privacy by minimizing probate filings, provide continuity in asset management, and help ensure that the settlor’s healthcare and financial wishes are honored. Regular reviews keep the plan current with life changes, asset additions, and legal developments, which is essential for long-term peace of mind and effective estate administration.
One primary benefit of thorough trust funding and supporting documents is the potential to reduce the scope of probate administration. By ensuring assets are owned by the trust or pass by beneficiary designation, many items can move to beneficiaries without court supervision, which often speeds distribution and reduces public exposure of estate details. The combination of a revocable living trust, pour-over will, and assignments for tangible items helps create a more efficient transition of property and provides trustees with clearer authority to act on behalf of beneficiaries, leading to fewer formalities and less friction during administration.
Comprehensive planning also makes it easier to manage assets in the event of incapacity by naming appropriate agents through durable powers of attorney and establishing trustee succession in the trust document. With assets aligned to the trust and clear documentation such as a Certification of Trust and general assignment, trustees and agents can step into their roles without cumbersome legal obstacles. This continuity helps prevent gaps in financial management, ensures bills and care can be paid, and provides family members with a structured process for handling affairs during difficult times.
Begin by compiling a detailed list of personal property and smaller accounts that you intend to assign to the trust, including serial numbers, descriptions, and approximate values when available. Accurate inventories reduce disputes among heirs and help trustees locate and manage assets efficiently. Keeping a current inventory also makes future updates to the assignment simpler and minimizes the chance of overlooking important items during a life change or move. Regular review keeps the assignment aligned with your broader estate plan and ensures newly acquired items are included when appropriate.
Store executed copies of the general assignment with the trust documents, including the revocable living trust, certification of trust, pour-over will, and powers of attorney. Providing a copy to the trustee and trusted family members ensures the assignment is accessible when needed and helps trustees identify assigned assets quickly. Maintaining a single, organized file of estate documents improves continuity during incapacity or after death and reduces delays in asset management and distribution. Periodic reviews ensure the stored documents reflect current wishes and recent acquisitions.
A general assignment is often a practical tool for ensuring that tangible personal property and certain minor assets are included in a trust without the administrative burden of individual retitling. It provides a mechanism to gather items of sentimental or modest monetary value under the trust’s administration and helps avoid probate for these pieces. For individuals who own many small items, or who frequently acquire new possessions, the assignment offers an efficient way to maintain trust ownership while larger or more complex assets are handled through separate retitling or beneficiary updates.
Clients may also choose an assignment when they seek a phased planning approach, allowing immediate protection for particular items while more detailed funding of substantial assets continues. The assignment can be updated as needed to reflect changes in property or family circumstances. It is particularly helpful where trustee continuity, clarity of ownership, and privacy are priorities. When used alongside documents like a pour-over will, Certification of Trust, and powers of attorney, the general assignment supports a cohesive plan that addresses both daily management and end-of-life distribution.
Typical circumstances include moving household items into a trust, handling collections or family heirlooms, addressing personal effects after relocation, and consolidating small accounts or accounts that are difficult to retitle. It is also useful when someone updates their estate plan late in life and needs an efficient way to include newly acquired personal property. The general assignment can be especially helpful for older clients or busy families who want to ensure physical items and modest holdings are covered by the trust without an extensive retitling process.
Household items, furniture, jewelry, and other tangible personal property are common candidates for assignment to a trust when retitling is impractical. Listing these items in a general assignment provides a mechanism to include them under the trust’s management and distribution plan, ensuring they are allocated according to the settlor’s wishes. This approach helps trustees identify and distribute these items without resorting to probate, and it typically reduces family disagreements over who receives specific pieces by providing clear guidance ahead of time.
Collections such as artwork, coins, stamps, or other collectibles can be challenging to retitle individually, and they often have sentimental value beyond monetary worth. A general assignment can capture these items for trust administration while leaving the specifics of distribution to the trust terms or a supplemental memorandum. This method allows for continuity in how personal treasures are handled, ensuring they remain part of the overall estate plan while reducing administrative friction that can arise when many individual transfers would otherwise be required.
When assets are acquired shortly before incapacity or death, there may not be time to retitle accounts or property properly. A general assignment provides a practical way to ensure newly acquired items are included in the trust without hurried retitling. It can serve as a bridge while the estate plan is finalized, allowing trustee authority to encompass these additions and preserving the settlor’s intent for distribution. This approach provides flexibility and immediate coverage for late acquisitions while formal retitling can be addressed as circumstances allow.
The Law Offices of Robert P. Bergman assist Los Altos and Santa Clara County clients with creating and implementing general assignments and related trust funding steps. We help clients inventory assets, draft assignments that clearly reference the trust, and coordinate supporting documents such as certification of trust, pour-over wills, and powers of attorney. Our focus is on practical, personalized planning to make sure assets are managed consistently with each client’s wishes, including provisions for retirement plan trusts, special needs trusts, and guardianship nominations to address family circumstances comprehensively.
The firm provides focused estate planning services to help clients create trust documents and assignments that align with their objectives and local legal practices. We assist with document preparation, review of titles and beneficiary designations, and coordination of trust certificates and support papers to enable smooth interactions with financial institutions. Our approach emphasizes careful documentation and communication so trustees and family members have clear instructions for managing assigned assets and carrying out distributions according to the trust terms and the settlor’s intentions.
Clients receive practical guidance on when to use a general assignment versus when to retitle or update beneficiary forms. We help inventory personal property, prepare an assignment that properly references the trust, and advise on ongoing maintenance to keep plans current. The goal is to create a cohesive plan that reduces administrative burdens and potential disputes, while improving the clarity of asset ownership and management for the trustee and beneficiaries during both incapacity and after death.
The firm also assists with related estate planning instruments including revocable living trusts, pour-over wills, health care directives, financial powers of attorney, and specialized trusts such as irrevocable life insurance trusts and special needs trusts. This integrated approach ensures consistency across documents and helps protect clients’ wishes for distribution, care of dependents, and preservation of privacy. We aim to provide practical solutions that fit each client’s family and financial circumstances while following applicable California legal procedures.
Our process begins with an initial review of existing estate planning documents, asset lists, and client objectives to determine which items should be assigned versus retitled or left with beneficiary designations. We prepare a draft general assignment referencing the trust and propose inventory methods for tangible property. After client review and execution, we provide copies to the trustee and advise on any required steps with financial institutions or custodians. Follow-up includes periodic reviews to capture changes in assets and to update documents as needed to maintain alignment with the overall estate plan.
The first step involves a detailed assessment of the client’s current estate planning documents and a thorough inventory of assets that may be suitable for assignment to the trust. This includes identifying tangible personal property, smaller accounts, and items that are difficult to retitle, as well as reviewing beneficiary designations and titles for larger assets. The goal is to determine which assets are best addressed through a general assignment and to prepare a plan for handling accounts that require different treatment.
We review any existing revocable living trust, pour-over will, powers of attorney, health care directives, and prior assignments to ensure consistency and identify gaps. This review helps determine whether additional documents like a Certification of Trust or trust modification petitions are needed. We look for inconsistencies between beneficiary designations and trust terms, and recommend steps to align all instruments to achieve the client’s intended outcomes while avoiding conflicts that could complicate administration later.
Compiling a comprehensive asset inventory includes listing household goods, collections, accounts, and smaller holdings that should be assigned to the trust. We guide clients on how to describe items clearly so trustees can locate them, and advise which high-value assets require direct retitling or other special arrangements. A thorough inventory reduces the likelihood of overlooked items and provides a roadmap for funding the trust and for future updates as assets are acquired or dispositions occur.
The second step is drafting a general assignment that references the trust and captures the items identified for transfer, followed by review and execution according to California formalities. We ensure the assignment clearly references the trust document, specifies the assets or categories of assets being assigned, and contains appropriate signature and witness or notary provisions. After execution, we advise clients on recordkeeping and provide guidance to trustees for accepting and managing the assigned property under the trust terms.
Drafting the assignment requires precise language to describe the items being transferred, reference the trust by name and date, and grant authority to the trustee for management and distribution. We prepare language that avoids ambiguity and addresses potential questions from financial institutions or successor trustees. Where practical, a separate schedule or inventory attachment lists specific items to reduce confusion and to make future updates straightforward without altering the base assignment text.
After finalizing the assignment, clients sign the document in the presence of witnesses or a notary if needed, then we distribute copies to the trustee and store originals with estate records. We also advise on providing a Certification of Trust when financial institutions require proof of trustee authority without seeing the entire trust. Keeping readily accessible copies helps trustees act promptly when managing or distributing assigned assets and reduces delays in administration at times when quick decisions may be necessary.
The final step includes advising on recordkeeping practices, assisting with any necessary follow-up actions to complete transfers, and scheduling periodic reviews to update the assignment and other trust documents. We help coordinate retitling of assets that should be formally transferred, review beneficiary designations for alignment, and recommend when trust modification petitions or Heggstad petitions may be appropriate. Regular reviews help ensure the assignment and related documents remain current with family changes, new acquisitions, and legal developments.
Where additional transfers or retitling are necessary, we assist in coordinating with title companies, custodians, and financial institutions to complete those steps. This may include preparing deeds for real estate, working with retirement plan administrators to explore retirement plan trust options, and advising on transfers of business interests. Coordinated handling helps prevent errors and ensures all assets intended for trust administration are properly placed to achieve the client’s estate planning goals, while documenting the steps taken for trustee reference and beneficiary clarity.
Periodic reviews are recommended to capture changes in asset composition, family circumstances, or legal developments that affect the estate plan. During reviews, we update inventories, revise assignment schedules, and adjust trust or will provisions as needed. These updates keep the plan effective and reduce the chance of assets being overlooked. Regular maintenance ensures that retirement plan trusts, irrevocable life insurance trusts, special needs trusts, and guardianship nominations remain aligned with current objectives and provide continuity in management and distribution over time.
A general assignment of assets to a trust is a legal instrument that transfers specified personal property and certain accounts into an existing trust, typically a revocable living trust, by identifying items and stating they are assigned to the trust. It is particularly useful for tangible items and smaller holdings that are impractical to retitle individually. The document should reference the trust by name and date, and be executed in a manner consistent with California requirements. It complements other estate planning documents like pour-over wills and powers of attorney to form a coherent plan for asset management and distribution. Clients often use a general assignment when they want an efficient way to include household goods, collectibles, and other non-titled assets within the trust structure without undertaking extensive retitling. It is not a universal substitute for retitling high-value assets such as real property or for changing beneficiary designations on retirement accounts, but it provides a practical safety net that helps ensure more items are governed by the trust at the time of incapacity or death.
A general assignment can help prevent probate for many types of personal property and smaller accounts by transferring them into the trust so they pass according to trust terms rather than through probate. However, it does not automatically prevent probate for assets that are controlled by beneficiary designations or that require separate retitling, such as retirement accounts or jointly owned property with rights of survivorship. To avoid probate comprehensively, it is often necessary to coordinate assignments with retitling and beneficiary updates to ensure all assets are owned by or payable to the trust or otherwise pass outside probate. Because some accounts and assets have unique transfer rules, a tailored review is recommended to identify which items will benefit from assignment and which require additional steps. Coordinating with the trustee and maintaining proper documentation such as a Certification of Trust can ease transactions with institutions and reduce the risk of assets inadvertently remaining subject to probate administration.
Describing assets in a general assignment requires specificity to reduce ambiguity, including serial numbers, account numbers, make and model, and reasonable identifying details for personal property. For collections or categories of items, attaching a separate schedule or inventory that lists each item with descriptive detail is often the best practice. Clear descriptions help trustees locate and distribute assets as intended and minimize disputes among beneficiaries by providing a tangible record of the settlor’s intentions. When items are difficult to identify precisely, using supplemental documentation such as photographs, appraisals, or signed inventories can support the assignment and provide clearer evidence of which items were meant to be included. Updating the inventory when acquisitions occur keeps the assignment accurate and reduces the potential for contested interpretation during administration.
Financial institutions may accept a general assignment for certain categories of property, but practices vary widely. Many institutions prefer to see a Certification of Trust that confirms the trustee’s authority without requiring disclosure of private trust terms. For titles and accounts that require formal transfer, the institution may request specific forms, retitling, or additional documentation. Providing a clear assignment, a trust certification, and, when necessary, coordinated account forms increases the likelihood that institutions will process transfers smoothly. Communicating proactively with institutions, understanding their requirements, and supplying requested documents such as trust certificates or notarized assignments can reduce delays. In some cases, it is necessary to complete institutional transfer procedures separately, such as preparing deeds for real estate or beneficiary designation updates for retirement accounts, rather than relying solely on a general assignment.
A general assignment may be updated or revoked if the terms of the assignment and the trust allow for modification and the settlor retains the power to make changes. The process for revocation or amendment depends on how the assignment is drafted and whether the trust is revocable. For revocable trusts, it is common to allow the settlor to amend or revoke supporting assignments, but executed changes should be documented and distributed to trustees and record holders to avoid confusion. When making updates, it is important to follow formalities such as executing a new assignment or an amendment and notifying the trustee and relevant institutions. Keeping originals and providing updated copies ensures that the most current instructions are available to those who will manage or transfer assigned property, reducing the risk of conflicting documents during administration.
Beneficiary designations on retirement accounts and life insurance policies typically control the distribution of those assets and can override testamentary documents, so a general assignment alone does not change designated beneficiaries. When retirement accounts are involved, clients may consider creating a retirement plan trust or adjusting beneficiary designations to align with the overall estate plan. Coordination ensures that retirement assets pass in a manner that is consistent with the settlor’s distribution goals and any tax planning considerations. It is essential to review and update beneficiary forms periodically and after major life events to avoid unintended outcomes. Working to align beneficiary designations with trust objectives reduces the chance that assets will pass outside the intended trust structure and helps achieve coordinated administration of retirement and nonretirement assets together.
Real estate generally should be retitled into the trust with a recorded deed rather than handled by a general assignment, because real property transfer requires specific recordation to establish trust ownership. Using a deed to transfer real property provides clear public notice and ensures the trust is recognized by title companies, mortgage holders, and tax authorities. An assignment is more suited to personal property and items that do not require public recording, whereas deeds are the proper mechanism for transferring ownership of real estate into a trust. For clients with mixed assets, a combination approach is often best: retitle real estate and other high-value assets through proper legal instruments while using a general assignment for tangible personal property and smaller holdings. This approach provides definitive legal title for property that must be recorded and efficiency for items that do not require public transfer.
A Certification of Trust provides a summary of key trust information that financial institutions often accept to verify the trustee’s authority without disclosing confidential trust provisions. The certification typically includes the trust’s name, date, trustee identity, and a statement of the trustee’s power to manage trust assets. Presenting a certification alongside a general assignment can help institutions recognize the trustee’s authority to accept and manage newly assigned property, streamlining transactions while maintaining privacy of the trust’s substantive terms. Using a certification can prevent institutions from insisting on full trust disclosure and can accelerate acceptance of assigned items. It is a practical document to keep available with other trust paperwork, especially when the trustee will need to present evidence of authority to banks, brokers, or title companies during administration or transfer.
Special trusts such as special needs trusts and irrevocable life insurance trusts are structured for specific purposes and may have rules that affect how assets are funded or handled. A general assignment can interact with these trusts depending on their terms and the nature of the assets involved, but specialized trusts often require particular funding steps or trustee provisions to preserve intended benefits or tax treatment. Coordination is important to avoid undermining eligibility for public benefits or changing the intended protections created by such trusts. When a special trust is present, it is advisable to review its funding mechanisms and confirm whether an assignment is appropriate or if direct transfers, retitling, or beneficiary designations are required. Careful planning ensures that funding methods support the trust’s objectives, such as preserving benefits eligibility or maintaining tax-preferred status, while integrating with the broader estate plan.
Reviewing a general assignment and related trust documents periodically is important to account for life changes, asset acquisitions, and legal developments that may affect the plan. Reviews are typically recommended after major events such as marriage, divorce, births, deaths, changes in financial circumstances, or acquisition of real property and significant accounts. Regular reviews help ensure assets are properly described, beneficiary forms remain aligned, and the assignment continues to reflect current wishes and holdings. Periodic maintenance also provides an opportunity to correct any administrative gaps, update inventories, and confirm that trustees and agents have access to the necessary documentation. Scheduling reviews every few years or after significant life events reduces the chance of surprises during administration and keeps the estate plan functioning as intended for clients and their families.
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