Frequently Asked Questions

Why do I need to list my trust as an additional insured on my home and auto insurance policies?
This is to prevent any delay in being compensated for a claim because your home or auto is titled in your trust and your insurance lists only you as the insured and not the trust. Some insurance companies have been known to try and deny claims because of this.

I am refinancing my mortgage. Is there anything I need to do to keep my home titled in my Revocable Living Trust?
Yes. Talk with the person assisting you with the refinance and the title company involved to see if they will retitle your home in your trust name when the refinance is complete. If not, contact us to have a new deed prepared to retitle your home in your trust name.