Falk, Cornell & Associates, LLP

An Estate Planning Law Firm

Call Us Today (650) 463-1550
  • Home
  • Our Firm
    • About Our Firm
    • About The American Academy
    • Advantages of Working With Our Firm
    • Attorney and Staff Profiles
    • News & Events
    • Speaker Connection
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Business
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Senior Resource Guide
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Seminars
  • Resources
    • Client Resources
    • Consumer Resources
    • ELDER LAW REPORTS
    • Estate Planning & Related Forms
    • Newsletters
    • Professional Resources
    • Published Books
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
  • Contact Us
  • BLOG

How long has it been since you looked at your living trust?

March 1, 2016 by Heather Russell

As the years fly by, our lives change. If you are coming into our office to take advantage of our complementary three year review of your Estate Plan, please remember to look for your Original Documents and your Red Binder. After you executed your Estate Plan, you left our office with the following:

1, A shiny white envelope that contained your original Estate Plan with your original signatures, and

2, A red binder that contained photo copies of your living trust.

 

We ask that you keep these two items in different places. We might have suggested that you keep the white envelope with the original documents in a safety deposit box or fireproof safe.

If you have any questions, please contact me at heather@falkandcornell.com.

Filed Under: General

Blog Subscription

Office Address

865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
Fax: (650) 463-1560

Opening hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

Map

fc_sidbr_map
x

YES! I would like access to over 40 Worksheets and Checklists discussed in The Ultimate Caregiver Guide!

© 2021 American Academy of Estate Planning Attorneys, Inc.