What assets do you plan to transfer into your Living Trust?
Provide a detailed and accurate description of each asset. For financial accounts, include the account number and financial institution. For real estate, include the legal land description.
Assets with high monetary or sentimental value can be transferred into your trust. You can transfer:
• Real estate
• Stocks and bonds
• Savings accounts
• High-value personal items
Assets typically not transferred into a trust include:
• Vehicles (to avoid complications with registration and insurance)
• Checking accounts
• Low-value personal items