Pensacola Estate Planning Trust Lawyer Explains Funding Your Revocable Living Family Trust

Funding your revocable living trust is not a hard process, you just have to make yourself go to the bank and do it. Trusted Elder Law Erich Niederlehner explains the simple process of finding your new Revocable Living Trust. www.TrustedElderLaw.com #trustedelderlaw #estateplanningmatters #estateplanningmom #elderlaw #trustsandwills #floridaestateplanninglawyer #trusts #floridaprobatelawyer #ladybird Trusted Elder Law & Asset Protection provides; #wills #trustedelderlaw #revocablelivingtrust #trusts #estateplanning #estateplanningmom #pensacolaflorida #fortwaltonbeachestateplanning #familytrust #floridaprobate #elderlaw #floridamedicaid #medicaidplanning #ladybirddeed #floridaestateplanninglawyer #revocablelivingtrust #durablepowerofattorney #revocabletrust #pensacola #fortwaltonbeach #destin #gulfbreeze #pace #milton #niceville #bluewaterbay #santarosabeach #30a #seaside

Video Transcript:

0:01

hey everyone Erich Niederlehner with

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trusted elder law I want to talk about

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funding your trust so you've created

0:07

this revocable living trust to avoid

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probate and the way we avoid probate is

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by retitling all your assets your bank

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accounts brokerage accounts real estate

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from your individual names or join if

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you're married into the name of your

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trust it's a simple process but you do

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have to take that next step and actually

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go to the banks and your broker or

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whoever and retitled those accounts once

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you get to the

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bank basically you just say Mr Miss

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Banker I need to re retitle all my bank

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accounts here into the name of my

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revocable living trust if you have a

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trust from trusted elder law it's a very

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simple process I have forms I have um

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step by step instructions and

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essentially the banker types in the

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trustees names and the name of the trust

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into their computer prints out new

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signature cards for the

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account the trustee and any co- trustee

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sign the new signature cards and you're

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done it's retitled into the name of the

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trust then you go to your NE next bank

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or credit union and do the same thing

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and once you've retitled all your bank

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accounts into the name of the trust all

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your brokerage accounts and um any real

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estate that you may have into the name

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of the trust you're done and just

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remember if you open up a new bank

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account brokerage account or buy new

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real estate you buy it in the name of

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the trust not your individual name so if

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you're interested in a revocable living

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trust give us a call or look us up on

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the web at trusted Elder law.com we're

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here to

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help