Financial Account Transfer to Living Trust - Montana 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date of the assignment in the designated field. This is crucial for establishing the timeline of the transfer.
3. Fill in your name as the Assignor, along with your county and state. Ensure accuracy to avoid any legal complications.
4. Next, specify the Trustee's name and provide details about the Revocable Trust, including its name and date established.
5. List all relevant account numbers under Checking and Savings Accounts, ensuring each entry is clear and correctly formatted.
6. Indicate any Brokerage Account numbers similarly, confirming that all accounts are included for a comprehensive transfer.
7. Complete the section regarding the new title of accounts under the Trustee’s name, including their address for official records.
8. Finally, sign and print your name as Trustor at the bottom of the form. Don’t forget to have it notarized as required by Montana law.

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