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#984079 - 06/27/08 04:54 PM Trust Account Titles
Grizilda Offline
New Poster
Joined: Jun 2006
Posts: 5
The trust information frequently seems to require more space than our system allows for.

Is it acceptable to abbreviate/consolidate when establishing a new account titled in a trust?
1) For example, Rev. Liv. Trust or RLT rather than Revocable Living Trust.
2) How about the John & Jane Doe Family Trust rather than the John Doe & Jane Doe Family Trust?

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#984664 - 06/29/08 02:36 AM Re: Trust Account Titles Grizilda
nbk2yj2 Offline
Platinum Poster
Joined: Aug 2006
Posts: 629
Paradise!
I wouldn't recommend ever deviating from the legal name of the trust. Abbreviating the words Revocable Living Trust is safe but not the name itself. This was our instruction to the branch people when i was with the legal support department.

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#984950 - 06/30/08 04:17 PM Re: Trust Account Titles nbk2yj2
Grizilda Offline
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Joined: Jun 2006
Posts: 5
Thank you.

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