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How do I notify Financial Institutions that I am now a trustee in place of my deceased mother?

My mother recently passed away and I am now the sole trustee. My father, who is still living, is the grantor. I need to advise several financial institutions with whom we have investments of this change. Is there a form that I need to request or particular department that I need to [...]

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When you convert your investment property to primary residence are you required to notify your lender and refi?

What if you convert from primary residence to investment property? Do you have to notify your lender? Do you have to refi? Aren’t the interest rates different for primary residence and investment properties?

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