Other Forms
TRUSTS
- Bill of Transfer for Living Trust
Bill of Transfer for Living Trust
"This document is used to transfer personal property to a living trust or joint living trust. Only property that has been transferred and is ""owned"" by the trust can be distributed by the trust.NOTE: This document cannot be used to transfer real estate or other property that has a title document, such as a vehicle. If you desire to transfer real property into your trust you should consider preparing a Quit Claim Deed." - Certification of Living Trust
Certification of Living Trust
"Once you have created a living trust or joint living trust you may desire to transfer investments or other financial accounts into the name of the trust. A Certificate of Living Trust provides your banking institution, brokerage firm, transfer agent or other third party with necessary information regarding the trust to facilitate this transfer. This document also confirms the trustee's authority to act on behalf of the trust." - Digital Asset Trust
Digital Asset Trust
"This document is used to create a trust to manage your Digital Assets (see below) during your lifetime. It provides for the management of your digital assets and payments of income during your lifetime and distributes the remaining digital assets of the trust upon your death." - Individual Living Trust Funding Worksheet
Individual Living Trust Funding Worksheet
"The Individual Living Trust Funding Worksheet provides a convenient method to list all assets owned by an unmarried person (Grantor) and provides detailed information regarding whether and how to transfer assets into a living trust. Each asset can be tagged for automatic inclusion on (a) a bill of transfer document, (b) a trust property schedule, and/or (c) a property ownership memorandum." - Joint Living Trust
Joint Living Trust
"If you're married, a Joint Living Trust can help protect your assets today and ensure your spouse is provided for if something should happen to you. Protect your family and your assets by creating a Joint Living Trust. A married couple can use a Joint Living Trust to establish a solid estate plan. With a Joint Living Trust you and your spouse can avoid probate court, reduce or eliminate estate taxes and also avoid conservatorship proceedings. When your property is placed into a Trust, you and your spouse can control your assets and property using this single trust document. You will be able to determine how your assets are managed during your lifetime and how they will be dispersed after your death." - Joint Living Trust Funding Worksheet
Joint Living Trust Funding Worksheet
"This worksheet provides a convenient method to list all assets owned by the grantor(s) and provides explanatory information regarding whether and how to transfer assets into the living trust. Each asset can be tagged for automatic inclusion on (a) a bill of transfer document, (b) a trust property schedule, and/or (c) a property ownership memorandum." - Living Trust
Living Trust
"With a Living Trust, you can set up a flexible estate plan that fits your needs. Created during your lifetime, a Living Trust allows you to transfer your assets to a separate legal entity. One common benefit of a Living Trust is that it helps prevent your estate from going through the probate process, saving time for the family members you leave behind. Create a Living Trust to control your assets and property while providing for your family after your death. A Living Trust is most often used to both manage your assets and designate how your estate will be distributed on your death. It's a flexible legal tool, and can be used for more than just estate planning; for example, you can design the Living Trust to provide you payments of income. As part of your estate plan, you can determine who will inherit your assets, designate a person to carry out your wishes and plan for the care for your children. A Living Trust can also be tailored to initiate a plan for the care of your finances and family should you have an accident or become ill.Note: This trust is NO appropriate for individuals whose estate (including life insurance proceeds and retirement plans) exceeds the federal estate tax applicable exclusion amount of $5,120,000." - Living Trust - Joint
Living Trust - Joint
"This document creates a trust to manage a couple's assets during their lifetime. It provides for payments of income to the couple, and distributes the remaining assets of the trust upon their deaths." - Living Trust - Revocation
Living Trust - Revocation
"This document is used to revoke a living trust or joint living trust." - Living Trust Amendment
Living Trust Amendment
"The Living Trust Amendment is a document used to change one or more minor provisions of a living trust or joint living trust as an alternative to preparing a new living trust. The amendment can be used to make minor deletions and/or additions to the original trust." - Living Trust Funding Worksheet - Married
Living Trust Funding Worksheet - Married
"This worksheet provides a convenient method to list all assets owned by the grantor(s) and provides explanatory information regarding whether and how to transfer assets into the living trust. Each asset can be tagged for automatic inclusion on (a) a bill of transfer document, (b) a trust property schedule, and/or (c) a property ownership memorandum." - Living Trust Funding Worksheet - Single
Living Trust Funding Worksheet - Single
"The Individual Living Trust Funding Worksheet provides a convenient method to list all assets owned by an unmarried person (Grantor) and provides detailed information regarding whether and how to transfer assets into a living trust. Each asset can be tagged for automatic inclusion on (a) a bill of transfer document, (b) a trust property schedule, and/or (c) a property ownership memorandum." - Living Trust Revocation
Living Trust Revocation
"Sometimes you need to start fresh by using a Living Trust Revocation. When it comes to your single or joint living trust, you can use this document to dissolve your trust, like when you're looking to restructure your estate plan. Whatever your reason, we make it easy to create a Living Trust Revocation so you can dissolve your current living trust. You can use a Living Trust Revocation to revoke, dissolve and dismantle a living trust or joint living trust. It's also used when revoking a living trust in preparation for creating a new trust. For example, a single living trust may be revoked when you get married and intend to create a joint living trust with your spouse. Alternatively, after a divorce, you may need to revoke a joint living trust in anticipation of creating a single living trust. Keep in mind that to create a new living trust, all assets in the "old" trust must be transferred over to the new trust. Before revoking your current living trust, consider whether amending or restating your existing living trust is possible. If you can amend or restate it instead of revoking your trust, you can avoid transferring your assets." - Trust Administration Worksheet
Trust Administration Worksheet
"The purpose of this worksheet is to organize trust information and explain the procedures for carrying out the terms of a Living Trust and handling an estate of a person who has died (a ""Decedent"")."