It has been a number of years since we released an update to the pages contained in our estate planning binders. There have been a number changes in the law, and the procedures that we recommend for funding and administering trusts. These pages include all new forms and several other enhancements to assist you and your family. Consequently, an update to the instructional pages in your trust was overdue.
These new trust binder pages are available as a free download. Just call the office or send us an email, and we will be happy to send you a link so that you download these pages and print them. They can then be three hole punched and placed in your binder. Alternately, you can stop in the office and we will update your binder for you. We would ask that you call ahead so that someone is available to assist you.