Thanks for the video. Great information. Question: If a couple has a Living Trust, then when the first spouse passes, what is required to be filed at the courthouse?
Typically, nothing. Sometimes, you'll need to file the Pour-Over Will with the Courthouse, just for safe-keeping, but the Will doesn't have to be probated if the Trust was properly funded. Good question.
Thanks for the video. Great information. Question: If a couple has a Living Trust, then when the first spouse passes, what is required to be filed at the courthouse?
Typically, nothing. Sometimes, you'll need to file the Pour-Over Will with the Courthouse, just for safe-keeping, but the Will doesn't have to be probated if the Trust was properly funded. Good question.