10/09/2026
Life doesn't stand still after you sign your trust, and that's a good thing. A new savings account, a new investment, an inheritance you weren't expecting. But here's the thing: none of those new pieces automatically become part of your trust. They need a little attention to stay connected to the plan you worked so hard to build. 🌿
The good news? You don't have to figure it out alone.
Our latest blog walks through what to do when you open a new account, receive an inheritance, or add an investment, so your trust keeps protecting the people you love.
Learn more here:
https://coloradoestateplan.com/how-to-move-assets-into-trust-in-colorado-what-to-do-with-new-accounts-and-investments/