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Reply to "Living Trust and Will - any recs or things we should remember or include/think about? "
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[quote=Anonymous]Our estate attorney's office handled retitling our house in the name of our trust. We worked directly with fidelity to make the trust the beneficiary (though we also had some funds as direct beneficiaries, and want to make sure there are access to assets to pay for things before a trust is administered). We also have a 'pour over' will which basically says that anything that is not titled to the trust and does not have a direct beneficiary should be considered part of the trust. The only thing we didn't do was the car, we probably should have titled it jointly to our trust. [/quote]
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