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CHERRY CREEK CENTRE
360SOUTH MONROE STREET,SUITE 400
REVOCABLE LIVING TRUST
The purposes of this memorandum are to assist you in:
1.Transferring property to your revocable living trust (called “funding” the trust); and
2.Maintaining records for the trust and reporting income from assets held by the trust.
This memorandum only provides general information. If you have any questions, please contact us.
Part I of this memorandum discusses how to transfer assets from your own name to the name of your
revocable living trust. Your revocable living trust is a “Will substitute:” that is, it is the document
that determines who will receive your property after you die, and how and when they will receive
it. The trust is also a tool to handle your assets if you become disabled. Along with your revocable
living trust, you probably also signed a “pour-over” Will; a Will that essentially says that you leave
your estate to the revocable living trust at the time of your death. In addition, you may have signed
Material presented on the Wade Ash Woods Hill & Farley, P.C., website is intended for informational
purposes only. It is not intended as professional service advice and should not be construed as such.
The following memorandum is representative of the types of information we provide to clients when we
prepare estate planning documents for them. However, this material may not be used by every attorney
in the firm in every case. The attorneys at Wade Ash view each case as uniquely different and, therefore,
the information we provide to our clients may be substantially different depending on the client’s needs
and the nature and extent of their assets.
Any unauthorized use of material contained herein is at the user’s own risk. Transmission of the informa-
tion and material herein is not intended to create, and receipt does not constitute, an agreement to create
an attorney-client relationship with Wade Ash Woods Hill & Farley, P.C., or any member thereof.
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