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Testamentary Trusts

The distinguishing characteristic of a testamentary trust is that it is created in your will. Therefore, unlike a living trust, you cannot be the beneficiary; the beneficiary or beneficiaries will be other people or institutions. The principal of a testamentary trust can be anything you would deposit into any other trust, that is, any property that you own or have a future interest in:

  • Stocks, bonds and other investments
  • Real estate; residences
  • A car
  • Jewelry
  • Personal papers

Who can benefit from my testamentary trust?

Can I amend or revoke my testamentary trust?

I want to create a testamentary trust:

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