Trusts

Bill of Transfer to Trust

Vicky Randolph Vicky Randolph
How To Use

This review list is provided to inform you about this document in question and assist you in its preparation. Your spouse should sign to eliminate any future contention that he or she had any right, title, or interest in the property transferred.

  1. Make multiple copies. Keep copies with all of the original trust documents. Remember to perfect any interests in the actual stock certificates, deeds, or any other such things relating to the property transferred. Although this is not strictly necessary, it will simplify and reduce the costs of administering these assets in the future—as well as reducing any room for dispute, especially after the various statutes of limitation time limits attach and go into full force and effect.

Bill of Transfer to a Trust

I, _________________________________ (“Grantor”), and my spouse, __________________________________, hereby sell, transfer, and assign to the Trustee of the __________________________________ (“Trust”), all of our right, title and interest in the assets(s) described on the attached Schedule A.

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Date

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Grantor

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Grantor Spouse