Are Trust Verification Letters from Your Bank Legit? What You Need to Know
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Have you received a letter asking you to “verify” your trust information and wondered if it was legitimate or a scam? Nick breaks down why these letters are becoming more common, what they actually mean, and how trustees should respond without putting themselves at risk. It’s a conversation every trustee and trust owner needs to hear as banks tighten verification procedures. Knowing what to do next could save you from a costly mistake. Here’s some of what we discuss in this episode: 🚨 Requests can look like scams but are often legitimate 🏦 Walking into a branch can also verify the request 🧠 Letters typically ask for trust name, date, trustees, and SSNs 📅 Requests may come years after your trust is created Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1