Individual Living Trust Funding Worksheet

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. RocketLawyer.com's 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.

NOTICE: The information and links contained on this web page are intended only to be merely informative and are NOT intended to provide legal advice to any person/entity. Consult with and seek the advice of a qualified lawyer. E.&O.E. Click here for important legal disclaimer.