Self Audit Your Bank
Trustees can self audit accounts and banks. The banking crisis has caused lots of stress for trustees trying to meet duties imposed by law
IAJ LAW, LLC
Serving Estates, Workers, and Veterans
- Phone: 952-222-9462
IAJ LAW, LLC
Serving Estates, Workers, and Veterans
Tag Bank Records
Bank Records for Estate Planning in 3 Easy Steps
Bank records for a “typical” estate plan can be as as simple as gathering statements. But, the bank we use on a daily basis is hardly the problem. Instead, it’s the checking account opened 20 years ago that people never use,…