Chat with us, powered by LiveChat

Who handles our revocable trust we setup in 2004 after a tragic death in the family? 2 parties claim to handle it.

Additional Information:

Rev. Trust was setup by WESI Family of Comanies/American Family Legal Centers now called the Estate Services Group/Michael Fisher. He is being sued by the other party claiming to represent our trust: United Integrity Group. They transferred our trust to Puritan Life Insurance Services. Michael Fisher claims he still handles the trust. Originally when we opened the trust for aprox $900, we were told we would have lifetime free changes annually, and reviews. We are now told there is a $150 charge for changes. Our income is reduced, and I am currently working for my spouse and seeking employment. Should we takeover handling our trust ourselves? Do we need to file any legal papers to do so? I am so overwhelmed with this mess. Thank you!

ATTORNEY ANSWER:
A revocable trust is a trust that can be amended or revoked by the grantor of the trust at any time. Typically the grantor of the revocable trust also serves as the Trustee and a successor Trustee is named within the document. If you are unhappy with the service which is being provided to you, you have the option to amend the trust and name new trustees. No attorney or corporation has ownership over your trust.

The Beliveau Law Group: Massachusetts | Florida | New Hampshire
The attorneys at The Beliveau Law Group provides legal services for estate planning (wills and trusts), Medicaid (planning and applications), probate (estate and trust administration), business law (formation and operation), real estate (residential and commercial), taxation (federal and state), and civil litigation (in connection with these practice areas). The law firm has offices and attorneys in Naples, Florida, Waltham, Massachusetts, and Salem, New Hampshire.

Email us now
close slider
  • How Can We help?