ABA Family Legal Guide

Estate Planning

Trusts and Living Trusts

Setting Up and Maintaining a Trust

How do I transfer titles to the trust?

Take a copy of the trust agreement to your bank, stockbroker, mortgage and title insurance companies, and anyone else who controls title to your assets and then request a transfer of ownership from your name to that of the trustee. Make sure to keep a record of these transfers; it will make your successor trustee's job much easier.