Dark wood law library stacks with marble busts and a rolling ladder

Trusts · 45 min

Trust vocabulary at a paralegal level

Revocable, irrevocable, pour-over — words, not legal opinions.

Open outline

  1. Settlor, trustee, and beneficiary as vocabulary only
  2. Revocable living trusts versus irrevocable structures at a checklist level
  3. Pour-over wills and assignments of personal property as packet pieces
  4. Selective does not act as trustee and does not give tax or estate-planning advice
  5. When a jurisdiction requires a lawyer to create or fund a trust

This outline is public. Related member sessions unlock after checkout.

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