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Fill and Sign the Financial Account Transfer to Living Trust Florida Form

Fill and Sign the Financial Account Transfer to Living Trust Florida Form

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Open the document and fill out all its fields.
Apply your legally-binding eSignature.
Save and invite other recipients to sign it.

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FINANCIAL ACCOUNT TRANSFER TO TRUST To:                         THIS Assignment, is being made on this the ________ day of _______________ , 20 _____ , by _______________________ , _______________________ County, State of Florida, as the Assignor(s), whether one or more, and _______________________ , as Trustee of THE _______________________ REVOCABLE TRUST dated _______________ , as the Assignee. Assignor(s) do hereby assign, convey, and deliver to the Assignee all of the Assignor’s right, title, and interest in and to the following described property: Checking Account No(s):       at       . Checking Account No(s):       at       . Savings Account No(s):       at       . Savings Account No(s):       at       .       Account No(s):       at       .       Account No(s):       at       .       Account No(s):       at       . Brokerage Account No(s):       at       . This assignment includes, but is not limited to, all cash and securities held in said Accounts. These account shall hereafter be titled in the name of _______________________ , as Trustee of THE _______________________ REVOCABLE LIVING TRUST, with an address of _______________________ . TO HAVE AND TO HOLD unto the Trustee and his or her successors and assigns forever. DATED this the _____ day of ______________________, 20___. __________________________________ Trustor Signature Print Name: _______________________ __________________________________ Trustor Signature Print Name: _______________________ STATE OF FLORIDA COUNTY OF _____________________ The foregoing instrument was acknowledged before me this ________________ (date), by __________________________________________ (name), who is personally known to me or who has produced ____________________________ (type of identification) as identification. ______________________________ Notary Public Printed Name:__________________ My Commission Expires: ____________________ Commission #_________

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Adhere to this comprehensive guideline:

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  2. Click +Create to upload a file from your device, cloud storage, or our form library.
  3. Open your ‘Financial Account Transfer To Living Trust Florida’ in the editor.
  4. Click Me (Fill Out Now) to complete the form on your end.
  5. Add and designate fillable fields for others (if necessary).
  6. Proceed with the Send Invite settings to solicit eSignatures from others.
  7. Download, print your copy, or convert it into a multi-usable template.

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