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Living Trust Bill of Transfer VA

The document transfers ownership of property from Jane and John Doe as grantors to themselves as trustees of their living trust, including their home, financial accounts, business interests, and personal property.

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0% found this document useful (0 votes)
47 views4 pages

Living Trust Bill of Transfer VA

The document transfers ownership of property from Jane and John Doe as grantors to themselves as trustees of their living trust, including their home, financial accounts, business interests, and personal property.

Uploaded by

CK
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BILL OF TRANSFER

AND NOTICE OF ASSIGNMENT

The undersigned, as Grantors of The Jane Doe and John Doe Living Trust,
hereby transfer and assign to Jane Doe and John Doe, as Trustees of The Jane Doe
and John Doe Living Trust, all of our rights, title and interest in the assets described
below:

[This section varies based upon what type of property you include in your Living Trust.]

A. The following shared property:

The real property located at:

LEGALzooM
100 Main Street
Reston, Virginia 12345
Type of Property: Home

The following financial accounts:

ABC Bank
Account Number: 9999999
Account Type: Savings

The following stocks and/or bonds:

100 shares of Common Stock issued by XYZ Corporation


Certificate Number: 9999999

$1,000.00 dollars in Savings Bond issued by XYZ Corporation


Certificate Number: 9999999

The following contract interests:

XYZ Contract
Entered into with: Carol Smith
Dated: 01/01/2001

Proceeds from the following life insurance policies:

XYZ Life Insurance Company, whole life insurance


Policy Number: 9999999

DOC# #########
Proceeds from the following retirement accounts:

ABC Company, annuity


Account Number: 9999999

The following business interests:

100% sole proprietorship interest in LMN Business

The following additional property:

All personal property, including but not limited to jewelry, household


furniture and furnishings, clothes and other personal items

B. The following separate property of Jane Doe:

LEGALzooM
The following additional property:

All personal property, including but not limited to jewelry, household


furniture and furnishings, clothes and other personal items

C. The following separate property of John Doe:

The following additional property:

All personal property, including but not limited to jewelry, household


furniture and furnishings, clothes and other personal items
IN WITNESS WHEREOF, the undersigned have executed this Bill of
Transfer and Notice of Assignment on the date below.

_____________________________________
Signature of Jane Doe, as Grantor

Date: _______________________________

_____________________________________
Signature of John Doe, as Grantor

LEGALzooM
Date: ________________________________

_____________________________________
Signature of Jane Doe, as Trustee
of The Jane Doe and John Doe Living Trust

Date: _______________________________

_____________________________________
Signature of John Doe, as Trustee
of The Jane Doe and John Doe Living Trust

Date: _______________________________
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