Revocable Trust Documents

Sacramento, CA Viewed 22 times. Posted 23 days ago in Trusts
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Recently I opened a revocable trust and am now funding the trust. I own two properties and just filed the trust deeds from an individual to the trust. I used John Doe Rae, Trustee of the John Doe Rae Revocable Trust format. On all of my other documents in the Revocable Trust I used my middle initial, e.g., John D. Rae, Trustee of the John Doe Rae Revocable Trust. Does this pose a problem for my Heirs? Thank you.
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Answers (2)

Henry Daniel Lively

Henry Daniel Lively

Contributor Level 7
This attorney is licensed in California. Posted 22 days ago. Flag as objectionable
I like to keep the names consistent to avoid confusion, but I don't think this will cause a problem as stated.

Any individual seeking legal advice for their own situation should retain their own legal counsel as this response provides information that is general in nature and not specific to any person's unique situation. Circular 230 Disclaimer - Advice given in this response cannot be used to eliminate penalties with the IRS or any other governmental agency
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Janet Lee Brewer

Janet Lee Brewer Avvo Pro

Contributor Level 7
This attorney is licensed in California and 1 other state. Posted 22 days ago. Flag as objectionable
It would be better if you signed your name the same way in all of the documents, but these inconsistencies can probably be resolved relatively easily if it ever becomes necessary to do so.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.
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