Living Trust Support Documents

A living trust package requires several core support documents to function properly. These include a Certification of Trust, a Pour-Over Will, Assignments of Property, Guardianship paperwork for Minor Children, a Durable Power of Attorney, and Advance Healthcare Directives. State rules, such as those governed by the California Courts, dictate proper signing and notarization. 

Core Supporting Documents

• Certification of Trust: A short summary proving the trust exists without revealing private financial terms to banks.
• Pour-Over Will: A safety net will that catches any stray assets left outside the trust and moves them in upon death.
• Assignment of Assets: A formal document transferring general personal property and un-titled belongings into the trust.
• Financial Power of Attorney: Names an agent to handle non-trust financial matters if you become unable to do so.
• Healthcare Directive & HIPAA: Names a medical proxy and grants permission for doctors to share health data. 

Funding and Property Records

• Deeds (Quitclaim or Grant Deeds): Used to legally transfer real estate titles into the name of the trust.
• Financial Account Forms: New signature cards or beneficiary designations retitling bank, brokerage, and retirement accounts.
• Asset Inventory / Schedule A: A master list of all property and account numbers assigned to the trust.