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Have you received a letter asking you to “verify” your trust information and wondered if it was legitimate or a scam? Nick breaks down why these letters are becoming more common, what they actually mean, and how trustees should respond without putting themselves at risk. It’s a conversation every trustee and trust owner needs to hear as banks tighten verification procedures. Knowing what to do next could save you from a costly mistake.

Here’s some of what we discuss in this episode:

🚨 Requests can look like scams but are often legitimate

🏦 Walking into a branch can also verify the request

🧠 Letters typically ask for trust name, date, trustees, and SSNs

📅 Requests may come years after your trust is created

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: info@CincinnatiEstatePlan.com

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🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/

Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is essential. If you’ve been named a trustee or executor, this episode is a must-listen.

Here’s some of what we discuss in this episode:

📂 Getting Organized: Sorting assets before mistakes are made

🔍 Probate vs. Non-Probate: Knowing what’s “stuck” and what isn’t

🏦 Accounts & Beneficiaries: Reading statements the right way

🛡️ Insurance & Annuities: Why beneficiary digging matters

💼 Retirement Plans & Pensions: What passes on and what doesn’t

🏠 Real Estate & Vehicles: Ownership rules that vary by state

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: info@CincinnatiEstatePlan.com

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/

Worried about scams targeting your property? How real is this threat, and how worried should you actually be? In this episode, Nick explains how property deed scams work and walks through simple, free steps you can take today to monitor your property and protect yourself without panic. Tune in to get clarity on this trending concern and easy ways to protect yourself.

Here’s some of what we discuss in this episode:

🏠 Property Scam Basics: What deed fraud actually is

🕵️ How It Happens: Forged deeds and fake identities

🔎How Likely Is It? Understanding the unknowns

🏛️ County Alerts: Free fraud notification systems

🛡️ Protection Options: County tools vs. paid services

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: info@CincinnatiEstatePlan.com

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=