Husband's First Name: Enter the husband's first name as he customarily uses it for signing all formal documents. This will be the name displayed in the deed of assignment.
Husband's Last Name: Enter the husband's last name or surname as he customarily uses it for signing all formal documents. This will be the name displayed in the deed of assignment.
Wife's First Name: Enter the wife's first name as she customarily uses it for signing all formal documents. This will be the name displayed in the deed of assignment.
Wife's Last Name: Enter the wife's last name or surname as she customarily uses it for signing all formal documents. This will be the name displayed in the deed of assignment.
Street Address: Enter your residential street address.
City: Enter your city or town of residence.
County: Enter your county of residence.
State: Enter your state of residence. As state laws will determine the laws which apply to the transfer of assets to your living trust, it is important to ensure that you select your correct state of residence.
Name of Trust: Enter the precise name of the living trust as set out in the revocable living trust agreement.
Date of Trust: Select the date on which the revocable living trust was created. This will be the date set out in the revocable living trust agreement.
Need some help? Just email any questions to our estate planning team and we’ll get back to you as soon as possible.
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