Armory Sponsor
Posted: 3/16/2014 11:09:25 PM EDT
|
On my trust, my assignment sheet and Schedule of Beneficiaries (Schedule A and B) both have two witness lines. Does this mean I need to have two people present to sign every time I add something to my trust? And do I need to add an additional Schedule A/B form with fresh signatures every time I add something in the future? As you can probably tell, I did not develop my own trust. I had one drafted by 199trust.com. I did some research and they seem to have a good track record with their trusts. Thanks! Excited to get started with my first NFA adventure.
|
|
Not a lawyer, didn't stay at a Holiday Inn, but I do have a metric shit ton of tax stamps on multiple trusts.
I used Quicken to do several Arizona specific trusts, and none of my Schedule A/B/C have had signature/witness lines on them (and of course, all have been approved). Whenever I add something, I bust out a crayon and scribble it in. YMMV. |
|
Quoted:
Not a lawyer, didn't stay at a Holiday Inn, but I do have a metric shit ton of tax stamps on multiple trusts. I used Quicken to do several Arizona specific trusts, and none of my Schedule A/B/C have had signature/witness lines on them (and of course, all have been approved). Whenever I add something, I bust out a crayon and scribble it in. YMMV. I wonder if you could write a trust with a crayon and get it approved. Maybe form 1 a lower using the Crayola Trust? 
|
|
I used them also and they send you examples of how to add additional items to the trust. I think it does require signatures each time but I think you and your trustee count for that section. Check to make sure but that part is like that to insure that the person running the trust and the
trustee or trustee's don't add or subtract items from the trust without each others knowledge. |
|
Quoted: Not a lawyer, didn't stay at a Holiday Inn, but I do have a metric shit ton of tax stamps on multiple trusts. I used Quicken to do several Arizona specific trusts, and none of my Schedule A/B/C have had signature/witness lines on them (and of course, all have been approved). Whenever I add something, I bust out a crayon and scribble it in. YMMV. |
Armory Sponsor