Orange County California
Trust Attorneys

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Orange County Estate Planning Attorney Explains How To Put Your Checking Account Into Your Trust

I am often asked if I should put my checking account into your trust, how do I do that?

What we recommend to a lot of our clients is that they do not change their checks. My wife and I still read our names and when we go to the grocery store, the clerk only knows us by our names. Rather than changing the names on our checks, what I encourage our clients to do is to change the trust. So that it would read for example, reads Jim and Gail Trustees of the Roberts trustees of the Roberts Family Trust. By changing the signature card, the successor trustee will have immediate access to the money in the bank. Yet we do not have to get new checks or deal with the embarrassment of whether a clerk at the grocery store be able to handle one of our checks.

Contact us today and set up an appointment.

We offer a many different resources and pamphlets on the subject of creating, updating and implementing estate plans. We also offer a regularly scheduled seminar in our office to help people determine what the best options are for them in their estate planning needs. We hope you sign up for one of our seminars to help you find your best options. We regularly conduct free seminars designed to teach about the benefits of creating an estate plan. The seminars are held on-site at our Anaheim office inside of our “classroom”. We offer light snacks and refreshments to the attendees and the group is often small and intimate, which allows for questions to be asked comfortably and for a very relaxed environment. Please encourage your loved ones to attend the seminar so that they may learn more about the estate planning process and benefits.

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Due to the CoVid19 virus California has issued a Stay-at-Home order. We understand how important the health and safety of our clients, and our staff is. We are complying with this order by continuing to work from our homes. While we are not in the office, we are still here to answer your questions, conducting consultations for review, and initial appointments by phone and email during normal business hours. We know that in this time, more than ever, it is important to have peace of mind about your estate planning. We are here to help you through this. Call our office number or email us and we will respond as quickly as possible.