Financial Account Transfer to Living Trust - Georgia: Fill out & sign online

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Click ‘Get Form’ to open the Financial Account Transfer to Living Trust - Georgia in the editor.
Begin by entering the date of the assignment in the designated field. This should reflect the current date when you are completing the form.
Fill in your name as the Assignor, along with your county and state. Ensure that all information is accurate for legal purposes.
Next, provide the name of the Trustee and specify the name of your revocable trust. This identifies who will manage the accounts after transfer.
List all relevant account numbers under checking, savings, and brokerage accounts. Make sure to include each institution where these accounts are held.
In the section regarding account titles, enter the name of the Trustee as it should appear on future documents related to these accounts.
Finally, sign and print your name as Trustor at the bottom of the form. Don’t forget to have a witness and notary public sign as required.

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How do I transfer my bank account to my living trust?

Unlike some legal instruments, a living trust does not need to be filed with the court in Georgia. However, when transferring real property, youll need a properly executed deedoften a quitclaim or warranty deedfiled with the county clerk where the property is located.

Should I put my bank accounts into my living trust?

Transferring property into a trust can trigger capital gains tax. If you transfer appreciated property, taxes on the gain may apply. Irrevocable trusts can sometimes help minimize this tax. Its essential to understand how capital gains tax impacts your situation when setting up a trust.