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Utah Financial Account Transfer to Living Trust  Form

Utah Financial Account Transfer to Living Trust Form

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Instructions and help about Utah Financial Account Transfer To Living Trust

hi this is mike young your estate planning and asset protection attorney in walnut creek california and i am going to show you how to transfer a savings account or an investment account into your revocable living trust but before i do that please be sure to hit hit the subscribe button below so that you can get notice of future videos i'll creep i'll be preparing and also hit the like button below if you like this video so if you recall in a previous video i showed you how to transfer a home to a revocable living trust so in this case i have prepared a revocable living trust for bob and mary and i have transferred their home into their revocable living trust so now bob and mary want to transfer their schwab account and their fidelity count into their revocable living trust and maybe their wells fargo savings account and the savings account so that those funds are in their revocable living trust so we do not transfer qualified accounts though like iras and 401ks because

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