Financial Account Transfer to Living Trust for your Estate Planning Solution

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Do it yourself revokable family living trust. Download in a minute a living trust kit. Prepare a Financial Account Transfer to Living Trust with a legal forms service online.

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Financial Account Transfer to Revocable Living Trust  

Financial Account Transfer to Revocable Living Trust

 
 

In order to transfer ownership of your financial accounts (either a bank account or brokerage account) from your name as a person to the name of trustee, you need to fill the Financial Account Transfer to Living Trust.

Most likely your bank will have its own form, but it is always better to be prepared and know how to complete the Financial Account Transfer to Living Trust.

You can transfer your checking account to the trust and still leave your name and address on the checks.

 
 

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