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Posted: 6/4/2015 2:02:07 AM EDT
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Ok so my trust doesn't have a schedule A. Just assignment sheets for each item you would add. My question is, the original is notarized, so when I get a stamp, can I just print out a copy of the notarized assignment sheet, add my stamped item info, sign and add in with the copy of my trust and stamp?
Or do I need to have a complete blank assignment sheet notarized and whatnot for every item? Or can it be a copy of the notarized original with my fresh signature and stamped item info? |
| Some states have different requirements for the inclusion of items in a trust. My suggestion would be to look at the state regulations where you live on trusts or reach out the a trust attorney who can help you, it may be a simple answer that they can answer over the phone. There are many people on here that done believe in going through a attorney for these types of questions, but when it comes down to possible jail time it is much easier to ask a legal professional. |
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Quoted:
Some states have different requirements for the inclusion of items in a trust. My suggestion would be to look at the state regulations where you live on trusts or reach out the a trust attorney who can help you, it may be a simple answer that they can answer over the phone. There are many people on here that done believe in going through a attorney for these types of questions, but when it comes down to possible jail time it is much easier to ask a legal professional. This.. WI, I have no idea. Florida. Schedule A has no stamps or notorizations. It is just a list of items held in Trust. As per Florida my original trust draft mentions $$ and the Schedule A reflects that. Florida Law requires the Trust be Funded before it is valid. ATF only gets a copy of original draft and Schedule A showing it was funded as per State Law. You only need to show your Trust is recognized as valid within your State. |
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Im not a lawyer, but I did have a lawyer build my non-schedule A trust. Yes the assignment sheet may need to be notarized. Mine does.
No you can not make a copy a notary's signature and then add your own. Print out blank copies, fill them in sign and notarize every time you assign stuff to the trust. Better yet, ask whoever made your trust for you. Thats one of the reasons I went with a lawyer who specializes in NFA items. |
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You do not modify the original schedule A. You add a new Revised Schedule A document, removing any previous Revised schedule A's.
Your trust should always and eternally have your original Schedule A unmodified/tampered with that you used to assign the original valuables to the trust, typically a bank/checking account but for some states just a "$20" line is sufficient. This is the only A you need to submit to the Feds when you file F1's. Then as you add/remove items to the trust you have a Revised Schedule A document that you replace as needed each time you update it If you have way more disposable income than I do then this document can consist of more than 1 page. This Revised Schedule A may need to be notarized. It's not for me but I have it done anyway, I just print out the sheet and stick it in the car and when I happen to go by one of my bank branches I pop in and have a client service rep notarize it for me. Don't over think a trust, it's not really rocket science in most states. As long as it's valid for your state laws. |
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