{"id":287072,"date":"2016-04-04T11:02:20","date_gmt":"2016-04-04T16:02:20","guid":{"rendered":"https:\/\/content.findlaw-admin.com\/ability-law\/estate\/trusts\/how-do-i-put-money-and-other-assets-in-a-living-trust.html"},"modified":"2025-07-24T15:37:00","modified_gmt":"2025-07-24T20:37:00","slug":"how-do-i-put-money-and-other-assets-in-a-living-trust","status":"publish","type":"page","link":"https:\/\/www.findlaw.com\/estate\/trusts\/how-do-i-put-money-and-other-assets-in-a-living-trust.html","title":{"rendered":"How Do I Put Property, Money, and Other Assets in a Living Trust?"},"content":{"rendered":"\n
\n

How Do I Put Property, Money, and Other Assets in a Living Trust?<\/h1>\n\n
\n
\n By FindLaw Staff<\/a> | Legally reviewed by Aisha Success, Esq.<\/a>\n | Last updated\n
\n \n <\/i>\n Legally Reviewed\n <\/summary>\n\n
\n

This article has been written and reviewed for legal accuracy, clarity, and style by FindLaw\u2019s team of legal writers and attorneys<\/a> and in accordance with our editorial standards<\/a>.<\/em><\/p>\n\n <\/div>\n <\/details>\n\n

\n \n <\/i>\n Fact-Checked\n <\/summary>\n\n
\n

The last updated date refers to the last time this article was reviewed by FindLaw or one of our contributing authors<\/a>. We make every effort to keep our articles updated. For information regarding a specific legal issue affecting you, please contact an attorney in your area<\/a>.<\/em><\/p>\n\n <\/div>\n <\/details>\n<\/section>\n\n\n

\n
\n
\n

Key Takeaways<\/h2>\n

To put assets in a living trust, you need to transfer ownership through legal documents like deeds or title transfers. Real estate requires filing a quitclaim deed, while financial accounts may need opening new trust-designated accounts.<\/p>\n\n <\/div>\n <\/div>\n<\/div>\n\n\n

Putting assets, such as real estate, financial accounts, investments, insurance policies, and personal properties, in a living trust involves certain steps depending on the type of asset. These assets can be moved into the trust through legal documents such as deeds, title transfers, or assignments.<\/p>\n

For real estate properties, you can create a property deed and submit a quitclaim deed with the trust details. For financial holdings, you can open trust-designated accounts at the bank and investment firms with transfer authorizations. For investments, you can coordinate with transfer agents and issuers of bonds to provide updates on ownership. You can work with insurance providers to change ownership and\/or beneficiaries for insurance and annuities.<\/p>\n

This article provides basic instructions on how to put property, money, and other assets in a living trust.<\/p>\n

Funding a Revocable Living Trust<\/b><\/h2>\n

Drafting a living trust<\/a>\u00a0document is only the first step. For the trust to effectively distribute assets after death, the grantor must transfer assets into the trust. There are many methods that a grantor may use to transfer assets into a trust, including the following:<\/p>\n