[Jerry Leinsing]

We went to seminars but didn’t commit. The one very valuable thing we got was a pre-planning guide from Paige-Theus in Leesburg. We worked on the book for many hours filling in the blanks and including copies of supporting material and noting where the originals are stored. Our family members have detailed letters including photos of what the main reference manual looks like, the storage locations and safes of these important original documents, a parting letter of instructions and other mushy stuff, as well as instructions on how the trust works and doesn’t need probate. The will, however, will need to be probated but has no financial assets because it just has a clause that states anything I have that is not already in the trust belongs in it. Family needs cash soon. Set up a small bank accounts with your and your family member’s name. Multiple owners of accounts don’t need probate before the other person can get the funds. When one dies, the other uses the death certificate if required. Otherwise, withdraw when needed.