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Should I put my bank accounts in a trust?

Recommended for you To make sure your Beneficiaries can easily access your accounts and receive their inheritance, protect your assets by putting them in a Trust. A Trust-Based Estate Plan is the most secure way to make your last wishes known while protecting your assets and loved ones.

Can I make my trust the beneficiary of my bank account?

You can name a trust as a direct beneficiary of an account. Upon your death, your assets transfer to the trust and distributions are made from the trust to its beneficiaries according to your wishes.

What accounts should I put in my trust?

Bank accounts, CDs, investment accounts, money markets, bonds, any assets that have your name on them should be transferred to your trust. The assets that generally dont go into a trust, although on some occasions they do, are those assets in which you can name a beneficiary.

Do I need a separate bank account for a trust?

Some of your financial assets need to be owned by your trust and others need to name your trust as the beneficiary. With your day-to-day checking and savings accounts, I always recommend that you own those accounts in the name of your trust.

Can a trust have a brokerage account?

A trust can provide legal protection for your assets and make sure those assets are distributed according to your wishes. Once the trust has been established, an investment account can be created.

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