Suggestions and Solutions
oNormal Revocable Trusts
oNeed to make revocable trust for each spouse
oJoint Revocable Trust
oAnswer both for who is Settlor.
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.