Getting affairs in order may be a common New Year's resolution, but that can often involve uncommon legal documents. One such ...

“The bank generally does not have an obligation to notify a beneficiary of their designation as such on a bank account unless ...

Q: When a minor turns 18, what estate documents should be drafted, and how soon? What if trust funds will begin being ...

Deed of Trust is a document that pledges real property to secure a loan. The property is deeded by the title-holder (owner) to a trustee, which holds the title in trust for the beneficiary (the ...

After an account holder dies, their financial institution should contact the beneficiary or beneficiaries ... banks and assets with transfer-on-death deeds — are outside of probate and ...