Talk of The Villages Florida - View Single Post - I Updated My Living Trust Today
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Old 04-19-2017, 05:47 PM
Villageswimmer Villageswimmer is offline
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Originally Posted by Carl in Tampa View Post
I updated my Living Trust today. In 1997, when I created it, I was told to have it reviewed every ten years, since some elements of state law change periodically.

I engaged Attorney Mary Trotter, of Trotter & Soulsby, PA, to make the needed revisions. I am very favorably impressed by the work product that she provided. I left her office with a very thorough document which was superior to that which had been provided by the attorney for my tenth year revision, and a good understanding of what I was signing.

I had met Mary earlier when I accompanied Barbara to get her Trust revised, which was an urgent need since it had been prepared in another state in conformance to that state's laws. She impressed me then, and I am even more impressed now.

If your Trust is over ten years old, was prepared in another state, or you don't have a Trust, you might want to consult Mary Trotter.

Thank you for your post...a good reminder for all. We went to one of Atty. Trotter's seminars and will likely use her when it's time to update our trust.