Investment

How do I transfer my investment accounts into a trust?

Most investment accounts can be transferred to a trust by contacting your brokerage firm and providing them with a copy of your trust document and transfer forms. The process typically involves changing the account title from your individual name to the trust name, with you as trustee. Some brokerages may require opening new accounts in the trust's name and transferring assets, while others can simply retitle existing accounts. Investment transfers generally don't trigger taxable events for revocable trusts, but it's important to understand your specific brokerage's procedures before starting the process.