"It's All In The Trust" Is Only Half The Sentence

When your kids ask about your plan, most people say the same five words: "It's all in the trust." Good answer. Usually true. It means you did the work. And it's only half a sentence. The second half is what your kids can actually use: Where the trust is kept Who helped you set it up Which banks hold the accounts Who you named as successor trustee, the person in charge You don't have to tell them what's in it, or any of the numbers. But somebody besides you has to be able to finish that sentence. It takes about nine seconds. Send this to the person who should hear the second half. #EstatePlanning #LivingTrust #Family #AdultChildren #SuccessorTrustee