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What paperwork does a bank need for a trust amendment? | NC

Pierce Law Group

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Q: What paperwork does a bank usually need to accept a revocation or amendment of a revocable trust with two co-grantors? A: Usually, the bank wants three main things — the trust document or the pages that show who the grantors and trustees are, and how a revocation or amendment must be signed... the signed revocation or amendment itself... and a current certification, affidavit, or bank form…

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