Gaudy Law Mark

Gaudy Law



Woman meeting with attorneys in Upland California

Free Consultation with A Lawyer

Free Consultation
How do I verify that my bank accounts and other financial accounts reflect the fact that they are now in a trust?

By this point, we have spoken with our clients and let them know that we will handle the real property, as that is usually the big reason they come to us. Clients are responsible for calling banks and financial institutions to let them know they have a living trust with Gaudy Law and find out what they need to do next. Financial institutions will request it be sent over and that is where MyCase accounts come into play. You can just click and send over a digital version or we can handle that for you.

We like to connect with clients’ financial advisors and CPAs’ at no additional charge. When calling, let them know you did a trust and they can handle it from there.

We are here to help, but because the financial accounts are not public records, we can’t access them the same way we can with a real property slip.

If they provide you with a form and you don’t know how to fill it out then just bring it in and will sit down and fill it out with you at no additional charge.

Just know that typically, the financial institution is just going to know exactly what to do when you bring a trust in.

  • 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 […]

    Continue reading
  • 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 […]

    Continue reading
  • 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 […]

    Continue reading

View all Resources

View All Resources