Because my new trust requires that my banking accounts are in the trust name, I’m in the process of opening two new accounds at my Chase Bank. I really only need the checking account but having a savings account has always been the way I’ve done things. I will probably do the two while I’m at it. I’ll then move the $$ from my current Chase accounts to the new accounts.

Actually I’m thinking I’ll keep my current accounts so I can make sure that any direct deposits get to me. I have a tax refund of over four thousand coming and my Schwab account, my Dow and my St. Mary’s retirements all are directly deposited. Gradually I’ll notify those payors and have the $$ go to my new trust account. Only when I’m sure I have things correctly coming to me will I cancel the current accounts.