Posted By: Grizilda
Trust Account Titles - 06/27/08 04:54 PM
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?
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?