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Trust Letter to Bank or Broker basics

If you want to transfer accounts or securities to a living trust, filing a Trust Letter to Bank or Broker can get the process started. Maybe you want to transfer a checking or savings account into your living trust - or perhaps you're moving stocks or a brokerage account. No matter what you need to transfer, our Broker Trust can help you get it done.

Use the Trust Letter to Bank or Broker document if:

  • You're transferring accounts, investments, or securities to a living trust.
  • You want to transfer checking or savings accounts.
  • You'd like to transfer stocks.

You might have a lot of investments and accounts and when you want them transferred to your living trust, a Trust Letter to Bank or Broker can help. You'll probably need additional documentation from your broker or bank about how to make the broker trust transfer - and these kinds of things need a cover letter of sorts; that's where Rocket Lawyer can help. You'll likely need to clearly state your wishes: what's being transferred, who has the authority to do so, and which accounts are you transferring? When you're dealing with money and investments, it's best to be official and play it safe. Including a Trust Letter to Bank or Broker is a good way to clearly articulate your needs.

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Sample Trust Letter to Bank or Broker

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