Free Joint Living Trust Funding Worksheet

This worksheet provides a convenient method to list all assets owned by the grantor(s) and provides explanatory information regarding whether and how to transfer assets into the living trust. Each asset can be tagged for automatic inclusion on (a) a bill of transfer document, (b) a trust property schedule, and/or (c) a property ownership memorandum.

Use the Joint Living Trust Funding Worksheet document if:
  • You want to list the assets owned by a married person which may be transferred a living trust or joint living trust.
  • You want to learn information about whether and how to transfer various asset categories into a living trust.
  • You want to create a bill of transfer document with which to transfer ownership of various assets to a living trust.
  • You want to create a trust property schedule for the benefit of the trustee and successor trustee, which lists all assets transferred to a living trust.
  • You want to create a property ownership memorandum to change and/or clarify the ownership of the assets of married persons, to be either the separate property of one spouse or joint property of the couple.
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