[ARCHIVED THREAD] - Help with Quicken Trust Maker.....

Posted: 8/18/2014 5:41:05 PM EDT

So Im using quicken trust maker and have one question...

At the beginning it has you fill in your complete name and then makes that the name of your trust. I am wanting to use my initials XXX for engraving purposes. How do I get the software to make that the name, but my full name as the trustee? Any help is greatly appreciated.

Posted: 8/18/2014 6:18:46 PM EDT

[#1]

After you make it, open it in Word then use the "find" feature to find everywhere it says your trust name and replace it with what you want it to say.

Posted: 8/19/2014 4:46:32 AM EDT

[#2]

Ok. If i use search to locate my trust name its gonna change my name everywhere....

Posted: 8/19/2014 6:21:09 AM EDT

[#3]

Quote History

Quoted:
Ok. If i use search to locate my trust name its gonna change my name everywhere....

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Search "YOUR NAME Revocable Living Trust", it should be there three times in the document. Then replace it with whatever you want.

Posted: 8/19/2014 6:58:10 AM EDT

[#4]

thank you. any other suggested changes I should make?

[ARCHIVED THREAD] - Help with Quicken Trust Maker.....

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[ARCHIVED THREAD] - Help with Quicken Trust Maker.....

[ARCHIVED THREAD] - Help with Quicken Trust Maker.....