Linnaea B.
Living Trust in process
Moulton and I signed the agreement on 8/12/24 for them to write a living trust for me. Tristan is the lawyer, Diana Davis is the paralegal. I trust both of them as they work on writing the trust. Diana replies to my emails, and has called when some details were not clear. Due to a trip and subsequent illness, extra info requested was not given to them for a month. Once they had the info it was 9 weeks until I saw the living trust draft. I read it in entirety over 2 weeks and had many questions. Diana was able to answer some of them, and we are waiting for Tristan to have time to answer the rest. I have faith that this will work out, and am relieved that Moulton has set no time limit in which the trust needs to be completed since it has been almost 5 months since it was started. I hope it will be finished by end Jan 2025.



