A revocable trust should include assets like your house, but certain things may not need to be included.

  1. High-value assets like a home should be included, but cars and personal items may not need to be.
  2. A trust package includes essential documents like a financial power of attorney and a healthcare directive.
  3. Assets with existing beneficiaries, like 401Ks or bank accounts, don’t need to be included in the trust.
Related Videos
Logo of THE LAW OFFICES OF DIANE ANDERSON

For Prompt And Professional Service, Call
(209) 729-7477