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HOW IT WORKS
How it works
A Living Trust Funding Worksheet can help you figure out the details if you and your spouse are thinking about creating a living trust. If you're worried about calculating the total assets you both have, or how and when you want transfer them into a trust, using a Living Trust Funding Worksheet can help you get started and work out those questions.
Having a living trust, especially when you're married, can be a smart move. A Living Trust Funding Worksheet can help you start the process. Maybe you need to create a bill of transfer ownership for all those assets that the living trust now owns. Maybe you want to make certain assets joint property, or revert it back to individual ownership. Maybe you're simply testing the waters of a living will and need some help figuring everything out. No two marriages are alike and you need to choose the option that works best for you both as a couple. A Living Trust Funding Worksheet can help you map out all the details and see what's right for you.
Other names for this document: Inter Vivos Trust Funding Worksheet for Married People
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