Trust Funding by Financial Institution
How to move your existing individual or joint bank account into a trust account
Transferring your bank and investment accounts into your trust can feel overwhelming, but we're here to make the process easier. This page provides clear, step-by-step instructions tailored to your financial institution, including how to begin the transfer, whether it can be completed online or requires an in-person visit, any forms you may need, and who to contact for assistance. We've done the research for you—simply select your financial institution below and follow the instructions.
Investment Accounts
Banks
Can’t Find Your Financial Institution?
Some investment firms do not currently support transferring brokerage accounts into a revocable living trust. If your institution does not allow trust registration, contact our office and we can help you determine the best next step.