Free Trust Letter to Bank or Broker

This letter is used to request the transfer of your bank account, brokerage account or individual securities to your Living Trust. This letter should accompany your Certificate of Trust that provides additional information necessary for the transfer.

Use the Trust Letter to Bank or Broker document if:
  • You want to request a bank to transfer your checking or savings account, or certificate of deposit, to your revocable living trust.
  • You want to request a stock broker to transfer your brokerage account, or individual securities, to your revocable living trust.
  • You want to request a corporate secretary to transfer your stock in a closely-held corporation to your revocable living trust.
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