Home FAQ Once I set up my Living Trust, how do I transfer assets into it?
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Once I set up my Living Trust, how do I transfer assets into it?

As discussed in the section "Transferring Assets into the Living Trust" under the Education icon, it is imperative that once your Living Trust is established that you transfer the title on all your assets into your Living Trust. As you can imagine, at this point with there being so many Living Trusts in existence, you will find that most everywhere you go people will be very familiar with the procedures for transferring assets into your Living Trust. In addition, with the original estate planning documents in your three-ring binder, I will also provide you with a letter of instructions which explains in detail how to transfer specific assets into your Living Trust, and of course the bottom line is if you have any questions, you can always just call me for assistance for which there is no additional charge.