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Joint Living Trust Funding Worksheet

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Sample Joint Living Trust Funding Worksheet Form Template

Joint Living Trust Funding Worksheet Basics

A Joint Living Trust Funding Worksheet can help you and your spouse plan and manage your living trust. Maybe you want to figure out which assets to move, or maybe you just want to work out how to do it. A Joint Living Trust Funding Worksheet can give you a solid foundation to get started.

Use the Joint Living Trust Funding Worksheet document if:

  • You and your spouse want to make a list of assets that might go into a living trust.
  • You want to change a current living trust to include individual assets.
  • You need to draft a bill of transfer.
  • You're setting up a property schedule.

A living trust can be a great way to manage your assets a Joint Living Trust Funding Worksheet can help make that process easier. Make sure you and your spouse are on the same page: which assets are going to be moved to the living trust? What are all the assets you have? You may also need a bill of transfer document to keep your filing updated, or maybe you want to keep certain assets separate. If you already have joint assets in a living trust, you can make changes to ensure that some assets are your individual property or make current individual assets joint. It's your decision. A Joint Living Trust Funding Worksheet can help you stay organized.

Other names for this document: Joint Inter Vivos Trust Funding Worksheet


Sample Joint Living Trust Funding Worksheet

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