LOADING
“FUNDING” your Revocable Trust.

Title to your assets, including real estate, business interests, bank accounts, and investments must be changed and placed in the names of the trustees if they are to be included in the trust. Failure to include such assets in your trust during your life can subject them to probate upon your death. Assets should be titled, for example, as “David A. Smith and Anne M. Smith, trustees of the David A. and Anne M. Smith Revocable Trust, dated January 23, 2011.”

CALL 925.806.9008 TO SCHEDULE AN APPOINTMENT