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Living Trust Schedule of Assets

A Living Trust Schedule of Assets is a document used to keep track of assets you wish to distribute to specific beneficiaries after your death.
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Frequently Asked Questions

No. The process of funding a trust is separate and has nothing to do with the Living Trust Schedule of Assets, which is only an informal document acting as a guide on how to distribute your assets after death.

You create a living trust while you’re alive to decide what happens to your assets after you pass. Sometimes this means relinquishing ownership and control to the trust and not using those assets. A testamentary trust will be created based on your will or testament after your death.