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Can one certificate of trust cover all assets? | NC

Pierce Law Group

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Q: Can the same certificate of trust be used for bank accounts and other assets? A: Yes. In North Carolina, the same certificate of trust can usually be used for bank accounts, brokerage accounts, and many other assets, as long as it is current, properly signed or authenticated by the trustee, and includes the required trust information. The certificate shows that the trust exists and that the…

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