Gilbert D.

Trust Letter to Bank or Broker: If you want to transfer accounts or securities to a living trust, filing a Trust Letter to Bank. Certification of Living Trust basics: Once you have created a living trust or joint living trust you may desire to transfer investments or other financial accounts into the name of the trust. Living Trusts: have the advantage of making funds and assets available more quickly than Wills. The assets included in the trust could be distributed upon your death or if you become disabled. Living Trusts do not have to go through the standard probate process, so funds can be distributed to cover your death expenses or to care for minors or disabled family members ·Pour-Over Will: If a Living Trust is part of your estate plan, you may also want to create a Pour Over Will. It transfers any remaining property and assets to your Living Trust after your death, so nothing gets left out, or has to go through probate separately.