Living Trust Funding Worksheet - Married

A Living Trust Funding Worksheet can help you figure out the details if you and your spouse are thinking about creating a living trust. If you're worried about calculating the total assets you both have, or how and when you want transfer them into a trust, using a Living Trust Funding Worksheet can help you get started and work out those questions.

Use the Living Trust Funding Worksheet - Married document if:

You're married and thinking about a living trust.
You want to create a bill of transfer ownership.
You need to change assets to joint or individual ownership.
You're creating a list of all assets owned by the couple.
You just want to gather your information on a living trust.

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