seekingleadvice
Junior Member
What is the name of your state? CA
Does anyone have a basic form I can use as a memorandum to fund the Bypass of my parents' AB trust? I have all documentation of community property value on date of death. I just need to put it into words. I was told that since the estate is not complicated - only one piece of property - that a memo would be fine.
I appreciate your assistance.
Does anyone have a basic form I can use as a memorandum to fund the Bypass of my parents' AB trust? I have all documentation of community property value on date of death. I just need to put it into words. I was told that since the estate is not complicated - only one piece of property - that a memo would be fine.
I appreciate your assistance.