Please bring copies of the following signed original documents that you may have (we may need to retain these for reference while we work on your case and we would prefer that you safeguard the originals):
- Existing trusts
- Deeds to real property
- Most recent property tax bill for each property (to verify trust inclusion, its not uncommon that trusts are established, but then the property is never actually transferred into the trust)
losr Trusts
Archived Posts from this Category
May 14, 2010
FAQ: What should I bring to an appointment regarding a trust?
Posted by CRM,LLP under losr FAQ, losr Trusts1 Comment
