How to Title Assets in the Name of Your Trust

Funding your Trust is a crucial step in trust management, as it involves transferring assets to the trustee(s) of the Trust. For a detailed guide on this process, view our Trust Funding Guide.

Here’s how to properly title assets in the name of your Trust:

1. Identify the full legal name of the trustee(s).
2. Use the correct format:
   • For a Single Trustee: Use the format:
     “[Trustee's Full Legal Name], as Trustee of the [Full Name of the Trust].”
   • For Multiple Trustees: Use the format:
     “[First Trustee's Full Legal Name] and [Second Trustee's Full Legal Name], as Trustees of the [Full Name of the Trust].”

Make sure that the title of the asset—whether it's real estate, bank accounts, or investment accounts—reflects this exact wording.