Benjamin Valdez Platon II
Benjamin Valdez Platon II, Trusts Attorney - Fair Oaks, CA
Posted over 2 years ago.

Make sure the bank safe deposit box is rented by the Trust.

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Posted over 2 years ago.

once i pass away, how can the successors prove they are the successors before they can retrieve the documents?

Benjamin Valdez Platon II
Benjamin Valdez Platon II, Trusts Attorney - Fair Oaks, CA
Posted over 2 years ago.

Typically the bank requests a copy of portions of the trust for their own records. Additionally in a well drafted trust there is typically a document known as the Certificate of Trust or Affidavit of Trust. It usually contains the basic Who's who of a trust. Copies of that document are typically accepted for ID purposes.