Trust Letter to Bank or Broker

If you want to transfer accounts or securities to a living trust, filing a Trust Letter to Bank or Broker can get the process started. Maybe you want to transfer a checking or savings account into your living trust - or perhaps you're moving stocks or a brokerage account. No matter what you need to transfer, RocketLawyer.com's Broker Trust can help you get it done.

Use the Trust Letter to Bank or Broker document if:

• You're transferring accounts, investments, or securities to a living trust.
• You want to transfer checking or savings accounts.
• You'd like to transfer stocks.