When we set up an estate plan, we draft pour-over wills which take your assets and put them into the revocable trust. We also draft a certificate of trust, a short form of the trust that you can share to people so that they can see who the trustees are and what their power is but not necessarily who you are giving your assets to. We also draft a general assignment that says to pour all of your assets that you haven’t already put into the trust into the trust. Along with that there could be a series of other documents supporting your estate plan, but those are the primary documents. These are, furthermore, in addition to the deeds transferring your real estate into the name of the trust. Sometimes people want us to also roll off their other assets to the trust, but generally we let the clients do that since it is not that difficult to do with the proper instruction that we hand out.
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