Free Trust Letter to Mortgage Lender

This letter is given to a financial institution to notify and/or to obtain its consent, regarding the transfer of real estate to a revocable living trust, in those cases where the real estate is subject to a mortgage or deed of trust.

Use the Trust Letter to Mortgage Lender document if:
  • You need to notify a financial institution of the transfer of your home to your revocable living trust.
  • You need to notify a financial institution of the transfer of your investment real estate to your revocable living trust and to obtain its permission.
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