Frequently Asked Questions (FAQs)

Funding a Living Trust

Do I need to re-title assets to add them to my trust?
Yes. Signing your trust is only part of the task. The trust must also be funded...

How do I put my home in the trust?
Funding the trust with the family home is accomplished by executing and recording a trust transfer deed...

Will re-titling my home in the trust cause a reassessment?
No. A transfer to a revocable trust is not a “change of ownership” for property tax assessment purposes.

Should I re-title all of my bank accounts in my name as Trustee of my trust?
You certainly can. But that is probably not necessary and may not be advisable.