Ke hoʻololiʻana i ka kuleana, ka hāʻawiʻana i nā pono a me ka hoʻomaikaʻiʻana i nā mea kōkua
I mea e hiki ai i ka TrustMaker ke hoʻokau pono i ka hana pono,ʻaʻole i lawa ka mea nāna e hōʻailona i kaʻaelike hoʻokele. Ma hope o ka hōʻailona 'ia o ka' aelike, pono ka "Trust" e hoʻokomo i kāna mau waiwai i loko o ka hilinaʻi. ʻEkolu mau hanana laulā e pono e mālamaʻia no ka uku kālāʻana i kahi Revocable Living Trust e hilinaʻi ana ma kaʻano o ka waiwai i hāʻawi kālāʻia: hoʻololi i ke kuleana / kuleana, ka hāʻawiʻana i nā kuleana kuleana, aiʻole ka hoʻololiʻana o ka mea i loaʻa.
1. Ka loli o ke poʻo / kuleana
No nā waiwai e like me nā kālā kāleka ; ka IRA a me nā kuleana o ka 401 (k) mālama kālā; nā paʻa a me nā paʻa i paʻa i ka palapala hōʻoia; a me ka waiwai paʻa , e hoʻoiliʻia kēia mauʻano waiwai i loko o kahi Revocable Living Trust ma ka hoʻololiʻana i ka mea nona ka waiwai mai ka inoa o ka Trustmaker i loko o ka inoa o ka hilinaʻi:
- Helu inoa o kēia manawa: "William Sample"
- New Title: "William Sample a me Jane Sample, Kahu, a me ko lākou mau hope ma lalo o ka William Sample Living Trust, i kākauʻia ma Ianuali 1, 2009, a me nā hoʻololi hou i ia mea"
2. Ka hoʻonohonohoʻana i nā kuleana kuleana
No nā waiwai e like me nā hopena pilikino me ka loaʻaʻole o kahi kuleana pili kānāwai (nā makana, hana hana, nā mea kahiko a me nā like); nā kālā i loaʻa iāʻoe (nā loina pilikino āu i hana ai a me nā moraki āu i hoʻihoʻi mai ai); nā uku, nā kuleana kope a me nā palapala hoʻoili; kekahiʻano o kaʻaila, kaʻaila a me nā kuleana koleke ; a me ka pilina o nā hui a me nā kuleana o nā lālā i ka palena o nā hui liʻiliʻi, e hoʻoliloʻia kēiaʻano waiwai i kahi Revocable Living Trust ma o ka hāʻawiʻana i nā kuleana kuleana mai ka inoa o ka Trustmaker ma ka inoa o ka hilinaʻi:
- Helu inoa o kēia manawa: "William Sample"
- Keʻano o ka'ōlelo: "ʻO wau, William Sample, ke hāʻawi nei au i koʻu kuleana a pau, kuleana a me ka ukiuki i loko o kēlā me kēia Palapala Hoʻokiʻekiʻe i kākauʻia ma Ianuali 31, 2008 ma ke koina nui o $ 40,000 ma waena o William Sample i mea hāʻawi a me John Smith e like me ka mea noi, iā William Sample a me Jane Sample, nā kahu, a me ko lākou mau hope ma lalo o ka William Sample Living Trust, i kākauʻia ma Ianuali 1, 2009, a me nā hoʻololi hou aʻe. "
- New Title: "William Sample a me Jane Sample, Kahu, a me ko lākou mau hope ma lalo o ka William Sample Living Trust, i kākauʻia ma Ianuali 1, 2009, a me nā hoʻololi hou i ia mea"
No nā waiwai e like me ke inikua ola ; nā pūʻulu hoʻolimalima , me IRA , 401 (k) a me 403 (b); kekahi mau uku palekana; a me nā kālā mālama ola (HSAs) a me nā Pūʻulu Hoʻolālā Haumana (MSAs),ʻaʻole pono e hoʻoiliʻia kēia mau inoa ma ka inoa o kahi Revocable Living Trust. Ma ka hakahaka, ua hoʻololiʻia nā mea waiwai kumu a / a lua paha o kēia mauʻano i ka hilinaʻi:
- Loaʻa i kēia manawa: "Hōʻailona Jane"
- He mea kōkua hou : "William Velph a me Jane Sample, Kahu, a me ko lākou mau hope ma lalo o ka William Sample Living Trust, i kākauʻia ma Ianuali 1, 2009, a me nā hoʻololi hou i ia mea"