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Old 10-01-2007, 07:37 PM
  #13  
Tom Bare
Senior MemberCaptains Club Member
 
Join Date: Mar 2002
Location: NC
Posts: 1,033
Default Re: Last will and testament or living trust

My 5% comment was geared mainly toward the old fashioned trust depts at banks as well as some law firms. If you have a strong relationship w/ your financial planner, ask him or her if they would be willing to do it pro bono. In my situation, 99.9% of the time I know my client's estate better than the spouse so it just makes good sense. They know I will absolutely act in their best interests and I will not charge them. Moreover, I am the Trustee anyway so it is [almost] a logical progression.
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