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adding trust to existing credit union accounts
- To: John Fraker <http://www.ainerfraker.com/~john>
 
- Subject: adding trust to existing credit union accounts
 
- From: Noelle <noelle>
 
- Date: Sun, 13 May 2018 17:14:30 -0700 (PDT)
 
- User-agent: Alpine 2.11 (DEB 23 2013-08-11)
 
John - thanks for working on our trust a couple of months ago.
We have been having trouble getting some of our assets into the trust.  Among 
others, Alliance Credit Union does not know how to add existing accounts to our 
trust.  For example, they suggested that only a joint bank account can be added 
to our trust, not any of our existing separate accounts.
Do you know how we might get Alliance and other credit unions to add our 
existing accounts to the trust?  Is there anything we can do or say to push 
them 
in the right direction?
Thanks.