Recent content by LifeTrust

Thank you for your advice and explanations, which confirm in more depth what I heard from the representative at the IRS. I'm a scientist, holding to Occam's razor, so keeping things simple is naturally appealing. About the deed, I'll pose the question to a real estate broker, see what they...

Thank you for your quick reply. What your suggest, the simple "John Doe Trust" does make sense. To be sure, a lawyer did draw up John Doe's original trust and used the long specific name and date. I'm glad you mentioned the deed to the real property. I know I have to file a notarized...

I'm successor trustee of "The John Doe Revocable Living Trust dated 01/01/2017", and my friend John Doe passed away in December, 12/15/2019, leaving real property titled in the trust and a residue via pourover will that is well under the small estate qualification in California. I followed...