Funding property to a Revocable Living Trust

1. Funding a Revocable Living Trust
Real Estate
Bank Accounts
CD’s
Stock
Mutual Funds
Untitled Personal
Property

2. Funding Real Estate to
a Revocable Living Trust
• Create a Deed Conveying Title to the Trust
• Record the Deed in the County where the real estate is
located

3. Funding Bank Accounts and CD’s
to a Revocable Living Trust
• Hand Deliver or Mail Letter of Instruction to Bank or
Financial Company where account is located
• Review Statement to verify transfer of ownership to trust

4. Funding Stock and Mutual Funds
to a Revocable Living Trust
• Hand Deliver or Mail Letter of Instruction to
Financial Company or Stock Transfer Agent
• Review Statement to verify transfer of ownership to trust

5. Funding Untitled Personal Property
to a Revocable Living Trust
• Create and Sign Chattel Transfer to Trust
• Keep Chattel Transfer with Trust and related documents