Mportant Information About Your Revocable Living Trust printable pdf download

HERRY

REEK

ORPORATE

ENTER

4500 C

#600

HERRY

REEK

RIVE

OUTH

, CO 80246-1500

ENVER

303.322.8943

WWW

WADEASH

COM

DISCLAIMER

Material presented on the Wade Ash Woods Hill & Farley, P.C., website is intended for informational

purposes only. It is not intended as professional service advice and should not be construed as such.

The following memorandum is representative of the types of information we provide to clients when we

prepare estate planning documents for them. However, this material may not be used by every attorney

in the firm in every case. The attorneys at Wade Ash view each case as uniquely different and, therefore,

the information we provide to our clients may be substantially different depending on the client’s needs

and the nature and extent of their assets.

Any unauthorized use of material contained herein is at the user’s own risk. Transmission of the informa-

tion and material herein is not intended to create, and receipt does not constitute, an agreement to create

an attorney-client relationship with Wade Ash Woods Hill & Farley, P.C., or any member thereof.

__________________________________________________________________________________________

IMPORTANT INFORMATION ABOUT YOUR

REVOCABLE LIVING TRUST

CAUTION:

The purposes of this memorandum are to assist you in:

Transferring property to your revocable living trust (called “funding” the trust); and

Maintaining records for the trust and reporting income from assets held by the trust.

This memorandum can only provide general information. If you have any questions, please contact us.

INTRODUCTION

Part I of this memorandum discusses how to transfer assets from your own name to the name of your revocable

living trust. Your revocable living trust is a “Will substitute:” that is, it is the document that determines who

will receive your property after you die, and how and when they will receive it. The trust is also a tool to handle

your assets if you become disabled. Along with your revocable living trust, you probably also signed a “pour-

over” Will; a Will that essentially says that you leave your estate to the revocable living trust at the time of your

Mportant Information About Your Revocable Living Trust