Transfer Documents

A living Trust gives you control over who receives your assets and avoids costly probate costs.

Living Trust for a Single Person
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$895 one time fee
If you are married, please select Living Trust for a Married Couple.

Living Trust for a Married Couple
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$995 one time fee
Please select Living Trust for a Single Person if you are not married.

You need to keep your revocable Living Trust funded. This means that all your assets (except tax deferred accounts such as IRA's, etc.) should be titled in the name of your Trust. Often individuals will set up a Trust, but not remember to place newly acquired assets in the Trust's name. If assets are not held in the Trust's name, they will be subject to probate. Review the titles on all your assets and make sure they show the Trust as the owner.