Complete Estate Planning

Author: Nick Rosenbauer

Do you know what will happen to your loved ones when something happens to you? If you dont know the answer, or dont like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Language: en

Genres: Business, Relationships, Society & Culture

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Are Trust Verification Letters from Your Bank Legit? What You Need to Know
Episode 167
Thursday, 22 January, 2026

📞 📅 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