When setting up a living trust, an individual living trust checklist and worksheet can help you organize your assets. It's important to determine which assets are being transferred into a trust, how that happens, and how you need to document the process. Our online living trust funding worksheet helps you organize all that information.
Use the Individual Living Trust Funding Worksheet document if:
You want to select assets to move to a living trust.
You need to figure out how to transfer ownership to a living trust.
You'd like to create a bill of transfer ownership.
You want to make a trust property schedule.
You just want a list of assets that might be moved to the living trust.
Getting your finances in check with an Individual Living Trust Funding Worksheet can be a smart move. When you're setting up a living trust, it's your decision which assets are transferred, and when, but you still have to make the ownership transfer official. If you're unsure of how, what, and when, then a Living Trust Finding Worksheet can help you gather the information you need to make an informed decision. A living trust can be a great way to protect your assets and make sure the right person receives them later on. When you transfer assets to a living trust the trust becomes the official owner and you don't have to deal with it anymore. Then, the person you chose as your beneficiary can easily get the assets at the date you've chosen. An Individual Living Trust Funding Worksheet helps you get started and keep organized. Other names for this document: Inter Vivos Trust Funding Worksheet