They want the Declaration of Trust (the full docs)
I guess the condensed Certification is no longer valid??????
Why do they need all of the details on my executors, successors, etc?
Posted: 9/16/2008 5:48:39 PM EDT
[#1]
They seem to have gone to requiring the Declaration since about the Fall of last year. I've been told its because they want to review it to ensure it has all the tenets of a valid trust. I've had to include it in my two this year and one last year.