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Understanding Funding Your Living Trust

August 25, 2017

Funding Your Living Trust (Summary)

Assets You Probably Want in Your Living Trust Real property (home, land, other real estate)* Bank/credit union accounts, safe deposit boxes Investments (CDs, stocks, mutual funds, etc.) Notes payable (money owed to you) Life insurance (or use irrevocable trust) Business …

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August 25, 2017

What if I buy new assets after I fund my trust?

Find out if you can take the title initially as trustee of your trust. If not, transfer the title right away. If you're not sure how to transfer it, contact your attorney for instructions. …

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August 25, 2017

What about property that doesn’t have a title?

Personal property (artwork, clothing, jewelry, cameras, sporting equipment, books and other household goods) typically does not have a formal title. Your attorney will prepare an assignment to transfer these items to your trust. …

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