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Preparing a Certificate of Trust VirginiaThe National Law Review Form

Preparing a Certificate of Trust VirginiaThe National Law Review Form

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hi lee phillips here i want to talk to you for a  minute about what we call a certification of trust   or a summary of the trust the question is when  you go to the brokerage house when you go to the   bank account the the bank they want to see  the trust and [Applause] what do they need   what should you give them that's the question i  always get and it depends upon the bank actually   make sure you get my ebook on how to use a  trust i'm going to explain stuff like this   in that so you can can see that but when i first  started what 40 years ago doing these trust things   the banks didn't know anything about the trust and  i would have to go down to the bank and say bank   i've done a trust for this client they need to  change their bank account to the name of the trust   so that we don't go through probate you know all  that but the trust has to be there at the bank   because when the bank opens the checking accoun

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