If you’ve set up a living trust, don’t stop there—make sure your trust has its own bank account. Without it, your assets might still go through probate, even with a trust in place. The trust only controls what’s actually titled in its name. Opening a trust bank account is simple: bring your trust documents and ID to your bank, and they’ll help you set it up. Sometimes, you can even convert an existing account. Don’t let your trust be an empty bucket. Fund it, protect your legacy, and avoid proba
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A living trust isn’t complete without a bank account! Why? Because without funding it—like moving your cash and assets into it—the trust has no power. A dedicated trust bank account helps manage expenses, distribute assets, and keep everything organized after you’re gone. Don’t leave your trustee scrambling—set your trust up for success #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty | Pevney Estate Planning
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How to open a bank account in the name of a trust. First, you’ll need the name of the trust. Second, the date the trust was created. And third, a tax ID number, which is often the Social Security number of one of the trustees. These steps are crucial for properly funding your trust and ensuring smooth management of your assets. Whether you’re setting up a new trust or updating your estate plan, make sure you have these key details in place. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #f
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