WebSetting up a trust: 5 steps for grantor. The exact process for setting up a trust will vary based on what assets you want to include in the trust and who is set to receive the assets, but there are generally five key steps. Decide what assets to place in your trust. If you’re contemplating setting up a trust, you likely already have an idea ... WebOct 23, 2014 · If you wish to avoid probate on a bank account, there are three ways of doing it: (a) retitle the bank account into the name of a revocable trust; (b) add a person to the account and turn it into a joint tenants with right of survivorship account; or (c) name a beneficiary on the account (sometimes called a "Payable on Death", or "POD", account.
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