Free Living Trust Funding Worksheet - Single

The Individual Living Trust Funding Worksheet provides a convenient method to list all assets owned by an unmarried person (Grantor) and provides detailed information regarding whether and how to transfer assets into a 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 Living Trust Funding Worksheet - Single document if:
  • You want to list the assets owned by an individual which may be transferred to the individual's 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 the 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 the living trust.
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