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ACAPerson
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What is the procedure to change beneficiary?
Tuesday, June 08 2010 12:14 PM
If we decide to change beneficiary, does both the old beneficiary and new beneficiary need to sign and get notarized?
John
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Randy Hughes
Land Trust Expert-40+ years of experience
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Re:What is the procedure to change beneficiary?
Tuesday, June 08 2010 03:08 PM
Yes, this is the best way to accomplish your goal of changing beneficiaries. Do you have our forms?
Randy Hughes
866-696-7347
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ACAPerson
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Re:Re:What is the procedure to change beneficiary?
Tuesday, June 08 2010 03:33 PM
I am considering to buy your package. Could you tell me how many forms included in your package? If you do not mind, could you list them?
For my specific question related to change beneficiary: is the notarization for the signature required by law or it is just better?
John
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Randy Hughes
Land Trust Expert-40+ years of experience
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Re:Re:Re:What is the procedure to change beneficiary?
Tuesday, June 08 2010 03:57 PM
ACA,
Here is a listing of What's Included in the Land Trusts Made Simple Home Study Course.
Complete Workbook:
-75 Pages of Course Content
-31 Pages of Forms Appendix
Forms CD:
Primary Trust Documents:
-Land Trust Agreement -the heart of your trust—agreement between trustee and beneficiary (Version 2.0)
-Deed to Trustee(Generic Version) -transfer property from your name to your trustee
Administrative Documents:
-Amendment to Trust -use this to make changes to your trust
-Appointment of Trustee -want to change your trustee? Use this form
-Beneficiary Agreement -use this form if there are multiple beneficiaries
-Insurance Worksheet -make sure your insurance policy is correct
-Trust Tracker -keep track of all of your trusts easily with this form (Version 2.0)
Trustee Forms
-Appointment of New Land Trust Trustee-hire a new trustee with this form
-Direction to Trustee -use this to tell the trustee what to do, sign, etc.
-Exculpatory Clause-protects your trustee from personal liability
-Trustee's Acknowledgment-trustee accepts his duties with this form
-Trustee's Deed-use this to transfer the title to the property to a new owner
-Termination of Land Trust Trustee-want to fire your trustee? Use this form
Transferring Your Beneficial Interest
-Assignment and Transfer of Beneficial Interest in Land Trust-transfer your trust interest to someone else
-Collateral Assignment of Beneficial Interest-use your interest as collateral for a loan
-Facsimile Assignment of Beneficial Interest
The Power of Direction
-Appointment of Director-use this form to separate the beneficiary from the power of direction
Live DVD:
One DVD Featuring Jim and Randy Hughes Teaching the Class
Randy Hughes
866-696-7347
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