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Suze Orman

πŸ‘€ Speaker
5230 total appearances

Appearances Over Time

Podcast Appearances

It doesn't prove that it wasn't revoked.

And it doesn't prove that it's legally valid.

That is why they are asking for either one of these.

The original trust document that has a stamp on it, has the signatures on it, a certified copy from the attorney or sometimes a court if you don't have the original.

And really, a certification of trust is simply a summary document that legally confirms the trust terms and trustees.

Now, right now, you're kind of saying in this email, you don't have any of that.

So if your brother thinks that you can just walk in with a copy and access the money, that's not just wrong.

It's just stupid.

We started this KT with me calling somebody stupid who was on margin.

This is equally just as stupid.

So here's the thing, number one, that you should learn from this.

And I'm going to tell you what I want you to do to hopefully fix it.

Don't listen to your brother.

Your brother...

absolutely acts like he knows what he's talking about and that he knows he's probably the big brother and you need to listen.

Thank God you wrote him.

So here's what I really want you to do.

I want you to track down the attorney who drafted the trust.