Letter Requesting Transfer to Trust

How To Use

Adapt this letter to fit the circumstances of the various parties you must contact to collect your assets, have them properly transferred to your new trust, and be prepared to follow-up diligently to be sure all of the paperwork is in order.

This is a serious and extended task. Do not enter into it lightly or expect it to go smoothly. You have just entered administrative hell.

  • Set up a file for follow-up on all of these transactions. Keep separate copies in each specific transaction file but also in the general file.
  • Follow-up by phone within 14 days of sending out each letter, if you have not heard back.
  • If you decide to revoke your Trust at any time, use the same approach in reverse.