I just published a new YouTube video: Documents in a Revocable Trust
After a consultation, clients often ask for a clear summary of the documents that make up a revocable trust and how those estate planning documents work together. This video walks through each document, what it does, and why it matters.
I cover the revocable trust itself, the certificate or declaration of trust used for funding, powers of attorney, the pour-over will, and how deeds or LLC assignments are used to move assets into the trust.
This is meant as a practical review you can revisit after your meeting. If you have questions about how these documents apply to your situation, we can always talk through them in a follow-up consultation. Sign up for a consultation through this link:https://calendly.com/attorneyanjali/30-min-complimentary-estate-planning-google-mee-clone or call 602-995-3777.
Duration: 0:3:22