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Should my children have copies of my estate planning records?

I would recommend that it is not necessary for children to have a copy of your estate planning records.

Children can be 65 or 8 years old. If children are under 18 then they definitely do not need these documents.

Do I give a copy to my trustee?

No, these people do not need to know these legally before you die. They do not have to accept this or be okay with it. If you are unsure about whether they are going to accept this role, you should definitely run it by them. This does not mean you need to give them a copy of your documents.

  • Does transferring a property into a living trust protect me from creditors or lawsuits?

    Unfortunately, transferring a property to a living trust does not protect you. One of the advantages of a living trust is that you can change it. The reason you can […]

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  • Can I do my estate planning through LegalZoom?

    What is the difference between me handling things myself using LegalZoom vs. coming here and working with you? As a person who is a do-it-yourselfer, I understand the urgent desire […]

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  • Should I discuss with my children how they fit into my trust?

    Should I have conversations with the people that I am planning to put into my trust? It usually comes down to children and many people completing this process are doing […]

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