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Trust

…discretion to manage the assets in the trust, but is bound to comply with the rules and restrictions placed on the trust and its assets at the time the trust…

Bond

…fiduciary purchases an insurance policy (called a “surety bond”) from an insurance or bond company, then deposits that policy with the court in place of money. A bond without surety…

Using These Instructions

…Microsoft Word) and .odt format (for Open Office and other compatible open format word processing software.) You will need word processing software capable of editing at least one of these…

Sure, your form will is “valid,” but what about everything else it’s supposed to do?

These days there are so many companies online selling will forms and templates, or claiming to offer free simple will packages, it’s hard to tell them apart. If you’ve spent…

Protected: Who should help me make my estate plan?

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Last Will and Testament

More commonly referred to as a “will,” a last will and testament is a legal document that allows a person (called a testator) to: designate who will receive certain items…

Personal Representative

…common, for example, for spouses who make mirror wills to leave each other substantial gifts of property and to designate each other to be personal representative. What happens if the…