
Sign up to save your podcasts
Or


👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Setting up a living trust is only step one. If you haven't opened a bank account in the name of your trust, your assets might still end up in probate. In this episode, I explain why funding your trust matters, how to title accounts correctly, and the simple steps to open a trust bank account. Whether you're just getting started or updating an older estate plan, this one detail can make all the difference when it comes to protecting your legacy, avoiding court, and keeping your family out of probate.
#EstatePlanning #LivingTrust #TrustBankAccount #AvoidProbate #CaliforniaEstateLaw #FillThatBucket #FinancialFreedom
By Michael Pevney4.5
1010 ratings
👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Setting up a living trust is only step one. If you haven't opened a bank account in the name of your trust, your assets might still end up in probate. In this episode, I explain why funding your trust matters, how to title accounts correctly, and the simple steps to open a trust bank account. Whether you're just getting started or updating an older estate plan, this one detail can make all the difference when it comes to protecting your legacy, avoiding court, and keeping your family out of probate.
#EstatePlanning #LivingTrust #TrustBankAccount #AvoidProbate #CaliforniaEstateLaw #FillThatBucket #FinancialFreedom

39,050 Listeners

1,980 Listeners

5,444 Listeners

112,502 Listeners

56,514 Listeners

21 Listeners

46 Listeners

44 Listeners

814 Listeners

29,132 Listeners

1,652 Listeners

1,622 Listeners

3,425 Listeners

197 Listeners

4 Listeners