Financial Account Transfer to Living Trust - Massachusetts 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date of the assignment at the top of the form. This is crucial for legal documentation.
3. Fill in your name as the Assignor, along with your county and state. Ensure accuracy to avoid any issues later.
4. Next, specify the Trustee's name and provide details about the Revocable Trust, including its name and date.
5. List all relevant account numbers under each category (Checking, Savings, Brokerage) along with their respective financial institutions.
6. Indicate that these accounts will be titled in the name of the Trustee of your Revocable Living Trust by filling in their name and address.
7. Finally, sign and print your name as Trustor at the bottom of the form. Don’t forget to have a Notary Public witness your signature for validation.

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