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To: Altariel
will, living will, estate plan, investment statements, insurance policies, and property deeds

Safety deposit box with a revocable trust. A revocable trust is pretty standard in format in what is required, your add the particulars. I used LegalZoom.com added the above-will, investments, insurance- into a nice and tidy financial information package location. Came in a nice leather like bound binder,name on bookplate on front. Ran it by my attorney and she was impressed. Cost me around $250 and not $1500-- which an attorney group I was referred to as specializing in trust preps; plus they wanted to guide my investments [in the first few minutes of our meeting] into a local bank they thought would do a better job before they even knew what Financial Group I use..or even knew my financial/growth history. I didn't call back. That is how I came to use Legalzoom.com. Standard revocable trust with will, accounts etc which can be updated. Safety deposit box-safe and sound.

Dave still on the networks, noticed he was gone from FOX Business; but how many times can you say the same thing over and over on what should be logical thinking when it comes to spending, wants, needs =debt.

Reminded me to update a page in the trust and the will.

4 posted on 02/20/2012 12:02:36 PM PST by fight_truth_decay
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To: fight_truth_decay

Thank you for the tip; I’ll have to keep that website in mind.


11 posted on 02/20/2012 12:23:46 PM PST by Altariel ("Curse your sudden but inevitable betrayal!")
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