Gather your tools.
We are going to be asking you for names, addresses,
and other information from your trust.
To make your life easier, you are going to want a few tools to help you answer our questions:
- Your address book. We need current addresses and phone numbers.
- A copy of the deed, title work and/or tax bill for any real estate you own.
- Copies of your trust and previous Certificates of Trust Existence and Authority.
- A cup of coffee. Everything is better with coffee.