Talk of The Villages Florida - View Single Post - Attorney for forming trusts
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Old 08-30-2023, 09:05 AM
retiredguy123 retiredguy123 is offline
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Quote:
Originally Posted by Toymeister View Post
The clerk of the court can't give legal advice but they can print out public records. I used tax records for my street to see which homes are owned by trusts, then I asked for the homes trust.

I knew I wanted one written by a certain law firm and I told her so. Rather than printing trusts until I had the correct one, she just printed one out for me. I copied this with my pertinent info and filed that. I already had the instructions for the trust from an online company.

Result: A legal binding trust written by a local attorney for nothing.

Having worked contracts and settlements my entire life I fully realize trusts are cookie cutter arrangements for all but a few percent. I expect most will disagree but the truth is your financial matters/wishes are not that unique, only the percentages of distribution and names change.
Great. I am listing you as a nominee for this year's cheapskate award.