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Lerner Csernai and Fath and Cambridge are not affiliated. The information provided is for educational and informational purposes only. DENNIS B. LERNER CLU ChFC 15505 Waldron Way Big Rapids MI 49307 dennis lernerfinancial.com Tel 231 796-8621 Fax 231 796-1260 CHECKLIST FOR FUNDING REVOCABLE TRUST Real Property Title is transferred by a document i.e. deed assignment generally prepared by an attorney and recorded with the Bureau of Conveyances. Safe Deposit Box Registered Securities request the...
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