Suggestions and Solutions

 

oNormal Revocable Trusts

 

oNeed to make revocable trust for each spouse

 

oJoint Revocable Trust

 

oAnswer both for who is Settlor.

 

oDisable Child

 

oRemove all graphics

oProduce in Word or WordPerfect and make necessary changes

 

oPour over will after trust made earlier

 

oReopen the old client file and make the necessary changes in the Will and the Revocable Trust.  If the old Will was a pour over Will minimal changes will have to be made, if any.  If not, just have the Will have no marital bequest and have the residue payable to a designated person/entity – the Revocable Trust.