Dont go with just anyone who does normal trusts. You dont want to get 5 months into the transfer and have it rejected. There are quicken trusts you could consult too and make your own.
Dont go with just anyone who does normal trusts. You dont want to get 5 months into the transfer and have it rejected. There are quicken trusts you could consult too and make your own.
No. i had a lawyer do mine but she was familiar with this type of trust. Have to have specific information in the trust that will make it not a simple trust that you would make for your children or your spouse. The software has nfa trust information and i have friends who have used it and had things approved through this method. I have also had friends of mine get lawyers to write up trust that have gotten rejected because they were not aware that they needed specific information attached.