What should document system administrators be doing regularly?
If there is more than one grantor/trustee, as in a joint trust, upon the death of the grantor whose SSN was used, can the SSN of the surviving grantor then be used?
If we switch core systems, what happens to our document images?
If the trust has two grantors (husband and wife) and one of the grantors dies, is the trust still revocable until the second grantor dies?
If a customer opts out of receiving emails under CAN SPAM, but is signed up to receive e-statements, do we need to check that against the opt-out list?