Frequently asked

Yes. Trust and probate rules differ by state. The Trustee Manual, the examples, and the statute notes are written for a revocable trust being settled in South Carolina after the settlor's death. If the decedent lived elsewhere, or the land is in another state, use this only as background and talk with a lawyer in the right place.

No. Reading the manual, chatting with Owliver Trust, uploading a trust, or sending the contact form does not create an attorney-client relationship. That relationship begins only when you and the firm sign an engagement agreement. Until then, do not send confidential information.

The manual, the checklist, the chat, and the trust summary are free. They are a way to get oriented. If you hire Anderson Law Firm to administer or settle the trust, the firm will quote that work separately. Calling 864-228-7808 does not obligate you to hire anyone.

No. The PDF is read in memory to extract text and prepare a summary, then discarded. The site does not keep the file or the summary. The checklist and the chat acknowledgment live in your browser's local storage, on your device.

The summary tool reads selectable text. A scan that is only a photograph of the pages will be refused with a clear message. Print the trust to a text-based PDF from the drafting software, or ask the lawyer who prepared it for a digital copy.

Look for a binder, a safe, a safe-deposit box, and the file of the lawyer who drafted the plan. Also look for a pour-over will and for deeds into the trust at the county Register of Deeds. If the papers are incomplete, call the firm before you sign anything at a bank.

Usually, yes. Trusts name successor trustees in an order because people say no. Declining is cleaner when it is done in writing, before you start exercising trustee powers. Securing a vacant house is not the same decision as accepting the job. If you are unsure which one you have done, get advice before the next signature.

A funded revocable trust is meant to keep the assets it actually owns out of probate. Assets still titled in the decedent's individual name, including a house that was never deeded to the trustee, often still need a probate estate or a small-estate procedure. A pour-over will is the document that catches those leftovers. Many families do a small probate even when the trust holds most of the property.

No. Owliver Trust is the guide on this website. The assistant explains ordinary trustee tasks and vocabulary. It does not interpret your document, predict an outcome, or give tax or litigation strategy. When a question needs a lawyer, it should say so and point you to Anderson Law Firm.