Page 45 - Book10E
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• A statement of the terms under which the trust agreement may be amended or revoked
• Designation of a successor trustee
5 . Fund Your Trust—Change the legal title of your specified assets from your name to that of your trust. Your attorney will help ensure that all assets are properly re-registered. If applicable, remember to:
• List all unregistered (bearer) securities on a separate schedule, and assign them to the trust.
• Change the beneficiary of life insurance policies to the name of the trust.
• Convey real estate to be held in trust.
• Deliver all certificates and evidences of ownership to the trustee.
• Attach a schedule of assets to the trust agreement.
Creating a Trust 35
