QUESTION
What information do I need to have with me when I visit a lawyer to prepare a revocable living trust?
Asked on Jun 28th, 2012 on Trusts and Estates - Florida
1 ANSWER
Joseph Pippen
An Attorney will need a short summary of your assets and names of your trustees after you die.
Also a list of the beneficiaries and the % they will receive.
It is also good to have back-up's listed.
You can call 1-800-226-3529 and request a full size poster sheet on trusts and estate planning.
Attorney Joe Pippen
joe@attypip.com
Answered on Jul 07th, 2012 at 3:11 PM