Account
Get our app
Account Sign up Sign in

Make your Free
Joint Living Trust Funding Worksheet

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... Read more

Make document
Sample Joint Living Trust Funding Worksheet Template
How It Works About Document Related Documents

How It Works

Create your document

Create your document

Answer a few simple questions to make your document in minutes

Save, print & share

Save, print & share

Save progress and finish on any device; download & print anytime

Sign & make it legal

Sign & make it legal

Securely sign online and invite others to sign

Making a Joint Living Trust Funding Worksheet

  • What is a Joint Living Trust Funding Worksheet?

    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

Related Documents

Ask a lawyer

Our On Call attorneys are here for you.
Characters remaining: 600
Rocket Lawyer On Call® Attorneys

WHY ROCKET LAWYER?

Easy legal documents at your fingertips

Answer a few simple questions to make your document in minutes

Easily customizable
Make unlimited revisions and copies. Sign digitally. Share and print anytime.
Legal and reliable
Our documents are vetted by lawyers and legal staff, so you can use them with confidence.
Document Defense Shield
Added protection with Document Defense®
If there's a dispute, an On Call attorney can respond on your behalf. Included in your Premium plan.
Try Rocket Lawyer free for 7 days
Make your Premium document today and get back to doing what you love.

Looking for something else?