Make your Free
Trust Letter to Bank or Broker

  • Answer simple questions to create your document
  • Sign & share your document online
  • Save progress and finish on any device; download & print at home

How it works

  • Build your
    document
  • Save, print
    & share
  • Sign it &
    Make it legal
Sample Trust Letter to Bank or Broker Form Template
How it Works
Build your Document
Save, Print & Share
Sign it & make it legal

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.


Sample Trust Letter to Bank or Broker

More than just a template, our step-by-step interview process makes it easy to create a Trust Letter to Bank or Broker.

Save, sign, print, and download your document when you are done.

Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Trust Letter to Bank or Broker Basics

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.

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.
Read {{ showMore ? 'Less' : 'More' }}

Ready to create your Free Trust Letter to Bank or Broker?

Your document is free within your one week membership trial.

Meet ALL your legal needs with a Rocket Lawyer membership.
Document Defense®
Have an attorney ready to defend your document
Document Review
Review up to 6 documents a year with an attorney
Ask a Lawyer
Get 2 Q&A sessions with an attorney every month
1-on-1 Legal Advice
Enjoy 30-minute consultations  on each new legal matter
Exclusive Discounts
Save on additional legal services from our nationwide network of lawyers
Unlimited Documents
Access hundreds of legal documents, plus extra features like electronic signatures