Important Things Estate Planning Attorneys Don’t Always Tell You

Overview

• Focus on common issues faced during estate planning.
• Discusses the freezing of bank accounts upon the death of the trustmaker.

Key Points

Frozen Bank Accounts

• Reason for Freezing:
  • Bank accounts are often frozen when the trustmaker dies to prevent unauthorized access to the funds.

Solutions for Successor Trustees

• How to Solve the Problem:
  • Provide guidance for successor trustees on how to manage frozen accounts effectively.
  • Discuss the necessary documentation that might be required to unfreeze accounts.

Video Resource

• Length of Video: 5 minutes and 1 second.
• Link: Frozen Accounts At Death
• Thumbnail: