Your Trust Funding Checkup Is on Its Way!
Your Happy Lawyer Trust Funding Checkup should be arriving in your inbox shortly.
When you have a little time, grab your trust binder, pull up your financial accounts, and work through the guide. Don't worry if you find something you're unsure about. That's exactly what the checkup is designed to uncover.
You may discover an old savings account you forgot about, an investment account opened after your trust was created, a beneficiary designation you haven't looked at in years, or property you're simply not sure belongs in your trust.
Don't start changing things just yet.
Make a list of your questions first. Changing the ownership of an asset or a beneficiary designation can have legal and tax consequences, and the right answer depends on your particular estate plan.
Did Your Checkup Uncover Some Questions?
If your trust hasn't been reviewed in a while—or your life looks a lot different than it did when you signed your documents—it may be time for an estate planning checkup.
We can look at what has changed and determine whether your trust and the rest of your estate plan still work the way you intended.
In the meantime, enjoy your guide.
Here's to having an estate plan that keeps up with your life.
Kristen Mackintosh
The Happy Lawyer