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cosmic gumbo
Mar 26, 2005

IMA
  1. GRIP
  2. N
  3. SIP
I'm meeting with an attorney today to set up a trust/will/advanced health directive for myself and my wife since we now own a house & have a kid. I'm fairly familiar with dealing with trusts from being the executor of one but any questions/things to look out for when setting it up initially?

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cosmic gumbo
Mar 26, 2005

IMA
  1. GRIP
  2. N
  3. SIP
My wife has a work benefit with MetLife that covered almost all of our trust expenses. The only thing we had to pay for was the cost of updating our home title with the county. My brother used our same lawyer without the MetLife legal benefit and it was $2k. Worth the $10 a month for the year and we will be canceling when her open enrollment period starts.

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