Please complete this Inventory & Assessment form to us at least three days before your Legal Planning Session. This allows us time to prepare so that we can have the most productive session possible.
DON’T WORRY ABOUT TOTAL ACCURACY – JUST DO THE BEST YOU CAN.
(You will receive a PDF by email of your completed questionnaire)
Can I name more than one successor Trustee for my living trust? You betcha! You can certainly name more than one person to serve as a successor Trustee of your Massachusetts living trust when you’re gone. They are called co-Trustees….
If you live in Massachusetts and you can’t find the original deed to your house or other real estate, there’s no real need to worry. As long as that original deed was recorded at a Registry of Deeds or in…