Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Suze Orman

πŸ‘€ Speaker
5230 total appearances

Appearances Over Time

Podcast Appearances

Because most attorneys, believe it or not, if she used an attorney, keeps either the original or

or a certified copy on file.

So that's your fastest path.

Second, have you checked everywhere?

your mommy wouldn't have gone to the trouble of creating a trust, making a copy of it and giving it to you and didn't put the original somewhere that was probably safe and sound.

Did she have a safety deposit box?

Did she have a home safe?

Does she have filing cabinets?

Does she have maybe a financial advisor or a CPA that she asked to hold it for her or even a really good friend?

Third, all you have to do is ask the attorney for a certification of trust.

And truthfully, banks often accept this instead of the full document and it avoids privacy issues.

If you can't do any of that, everybody listen closely to me because you may find yourself in this situation where

one day, then the last thing that's going to happen is you're going to have to head to probate.

And then that will be a very lengthy procedure, depending on where you are.

It could be an expensive procedure.

So always make sure that you have the original, and I just have to say this, Katie, because Hay House, the publisher of the must-have documents,

everybody thinks that, oh, they probably have a copy of it on the computer system or whatever.

Nothing that you put in those documents are able to be accessed by anybody other than you.

So the copy of it or whatever lives on your computer, on your phone, possibly in the cloud,