Revocable Living Trust Checklist
37
votes
When a client establishes an RLT, what are the next steps in terms of titling other property and changing beneficiaries? I'd like to see a flowchart and checklist that ensures nothing falls through the cracks. i.e,
Checking/Savings/other liquid accounts
Investment accounts
Retirement accounts
Homes - then attached mortgages and insurance policies
Life insurance policies