Originally Posted by
Ironman8
I have a Quicken trust and was pretty simple to set up, but I have a question about the naming of the trust/grantor...
If my legal name is "Johnathan Browning Smith", and I use my full legal name in Quicken for the "grantor", then the trust will be named "Johnathan Browning Smith Revocable Living Trust". (I have a long name, no the above is not my name, but I don't know how I would fit all of this when I engrave)
Questions:
1) Do I have to use my full legal name for the trust to be valid? Or can I use "John Smith" or "John B. Smith"?
2) If I do have to use my full legal name, can I abbreviate it when I engrave a lower to JBS Revocable Living Trust? Is there any additional abbreviation that I can use?
3) I have heard of people naming their trust something like "Johnathan Browning Smith NFA TRUST". How would you change the name of your trust to "NFA Trust" to shorten it up even more?
Thanks guys