Notary Commission, 2281614 Exp 5/23 *Licensed Document Assistant, 201 Exp 05/24 San Diego County Licensed Process Server # 3343 Exp 10/22 Originally Published: June 27, 2022 at 10:17 AM PDT ...

Discuss the issue with your estate planning attorney, but typically all that’s needed is to add the account to the schedule of assets that’s usually at the end of your trust document.