A well-prepared estate plan in California often includes a General Assignment of Assets to Trust to help ensure that your property is properly associated with your revocable living trust. Many families create a trust but overlook tying all of their personal assets to that trust, leaving gaps that can lead to delays, confusion, or even probate. At the Law Offices of Robert P. Bergman in San Jose, we help clients use a General Assignment to strengthen their overall estate planning, support their loved ones, and reduce potential disputes down the road.
A General Assignment of Assets to Trust is a straightforward but powerful document that states your intention to transfer certain categories of property to your trust. It can complement individual title changes and beneficiary designations, helping to reinforce your goals if any assets were missed. Our firm assists clients throughout California in reviewing existing estate planning documents and preparing or updating a General Assignment so that it works smoothly with a revocable living trust, pour-over will, and other planning tools, promoting clarity and peace of mind for you and your family.
Including a General Assignment of Assets to Trust in your estate plan can provide an extra layer of protection for property you intend to place in your living trust but may have overlooked in the future. This document expresses your clear intent that certain assets belong with the trust, which can be helpful if a court later reviews whether specific property should be treated as trust property. By reinforcing your written intentions, you may reduce the likelihood of disputes, minimize the need for a Heggstad petition, and help your successor trustee efficiently administer your estate for your chosen beneficiaries.
The Law Offices of Robert P. Bergman focuses on estate planning and trust-based planning for individuals and families across California, with an office conveniently located in San Jose. Over many years, the firm has prepared revocable living trusts, pour-over wills, financial powers of attorney, advance health care directives, and related documents designed to work together as a cohesive plan. Our approach emphasizes education, careful listening, and customized strategies, so your General Assignment of Assets to Trust integrates smoothly with your overall estate plan and reflects your goals, values, and family dynamics.
A General Assignment of Assets to Trust is typically used alongside a revocable living trust to express your intent that certain assets are held by, or for the benefit of, your trust. Instead of retitling every item individually, the document uses broad language to assign categories of personal property and other interests to the trust. This can be especially helpful for personal belongings, business interests, and miscellaneous assets. While it does not replace proper title changes where needed, it can serve as a safety net if something is inadvertently left outside the trust.
In California, courts may look at a General Assignment of Assets when deciding whether a specific asset belongs to a trust, especially if a formal transfer was not completed. When properly drafted and coordinated with your other estate planning documents, this assignment helps demonstrate your intent and can support efforts to avoid probate or streamline trust administration. Working with a lawyer familiar with estate planning tools such as Heggstad petitions, trust modification petitions, and special types of trusts helps ensure your General Assignment is clear, enforceable, and consistent with your broader plan.
A General Assignment of Assets to Trust is a written document in which you, as the trust creator, state that you are assigning or transferring various assets to your revocable living trust. Rather than listing every single item, the document often describes broad categories, such as personal property, partnership interests, contract rights, or certain intangible assets. The assignment is then signed and dated, usually at the same time your trust is created or updated. When prepared correctly, it supports your intention that these assets be managed and distributed under the terms of your trust instead of passing through probate.
A well-structured General Assignment of Assets to Trust clearly identifies you as the trust creator, names your trust, and includes language that assigns described assets to that trust. The document is typically executed with the same formalities as your other estate planning documents, often before a notary. After signing, your estate planning lawyer may coordinate additional transfers, such as retitling bank accounts or recording deeds for real property. The General Assignment works alongside these specific transfers, reinforcing your overall intent and providing a catch-all for assets that may not be individually listed but are intended to be governed by the trust.
Understanding the language commonly used with a General Assignment of Assets to Trust can make the estate planning process less intimidating. Terms such as grantor, trustee, and trust estate appear throughout your trust and supporting documents. You may also see references to pour-over wills, Heggstad petitions, and trust modification petitions when addressing how to handle assets that were not properly titled. Becoming familiar with these key terms can help you feel more comfortable when reviewing your plan, asking questions, and deciding how you want your property managed for your loved ones, charities, or other beneficiaries.
The grantor is the person who creates the trust and usually signs the General Assignment of Assets to Trust. In a typical California estate plan, the grantor transfers assets into a revocable living trust during life while retaining the right to amend or revoke the trust. The General Assignment is one way the grantor expresses an intention that certain property is part of the trust estate. After the grantor’s death or incapacity, the successor trustee uses the trust and assignment to determine which assets are governed by the trust and how they should be managed and distributed.
A Heggstad petition is a court filing in California used to ask a judge to confirm that an asset belongs to a trust, even though legal title may not clearly reflect that ownership. The petition is often supported by documents such as the trust itself and a General Assignment of Assets to Trust that shows the creator intended the asset to be part of the trust. When granted, a Heggstad order can save time and expense compared to a full probate, and can help a successor trustee complete trust administration with fewer delays and complications.
The trust estate is the collection of assets that are owned by, or treated as owned by, your trust. This can include real property, bank and investment accounts, business interests, and personal belongings. A General Assignment of Assets to Trust is often used to clarify that certain categories of property are part of the trust estate, particularly assets that are difficult to retitle individually. Clearly defining what belongs in the trust estate helps your successor trustee understand what they are responsible for managing, paying from, and eventually distributing to your beneficiaries according to your instructions.
A pour-over will is a type of will that works together with your revocable living trust. It generally directs that any assets still in your individual name at death, which are not otherwise transferred by beneficiary designation, should be transferred, or poured over, into your trust. When combined with a General Assignment of Assets to Trust, a pour-over will provides additional support for your intention that your trust serves as the main vehicle for managing and distributing property. This coordination can reduce gaps in your plan and help simplify the administration process.
When planning how to transfer your property, you can rely solely on individual title changes and beneficiary designations, or you can use those tools together with a General Assignment of Assets to Trust. Some people choose only basic documents, such as a simple last will and testament, and leave many assets outside any trust structure. Others prefer a comprehensive, trust-based plan that includes a revocable living trust, pour-over will, general assignment, and various powers of attorney, all designed to work in harmony. Understanding these options helps you select the approach that best supports your family and planning goals.
For some California residents with modest estates and very simple family situations, a basic will and carefully chosen beneficiary designations may seem adequate. If you own few assets, hold most accounts jointly, or rely heavily on retirement plan and life insurance beneficiary forms, you might feel that a revocable living trust and General Assignment of Assets to Trust are unnecessary. However, even in these situations, it is wise to consider whether future changes, such as an inheritance, home purchase, or business interest, might make a more detailed plan beneficial for your loved ones and long-term goals.
Some families choose to rely primarily on beneficiary designations, transfer-on-death registrations, and joint ownership arrangements rather than creating a revocable living trust and General Assignment of Assets to Trust. This approach can work for limited circumstances, but it may not coordinate well if you have multiple accounts, changing relationships, or concerns about beneficiaries’ financial habits. Joint ownership can also expose assets to another person’s creditors or personal issues. Considering how your property will pass over time can help you decide whether a more structured, trust-based plan would better promote clarity, flexibility, and long-term protection.
A comprehensive estate plan that includes a revocable living trust, General Assignment of Assets to Trust, pour-over will, and related documents can significantly streamline the transfer of assets after death. When assets are properly tied to the trust, your successor trustee can manage and distribute property without a full probate proceeding in many situations. This can save your family time, cost, and stress. The General Assignment serves as a backstop that helps capture assets that may not have been individually retitled, supporting your intention to keep administration as efficient and private as possible for your loved ones.
If you own real estate in different locations, have a closely held business, or wish to provide for blended family members, a comprehensive estate plan can offer valuable structure. Combining a revocable living trust, General Assignment of Assets to Trust, and carefully crafted instructions allows you to address these complexities in a coordinated way. You may also incorporate tools such as irrevocable life insurance trusts, retirement plan trusts, special needs trusts, or pet trusts, depending on your situation. Together, these elements help clarify your wishes, reduce the risk of disagreements, and support long-term stability for your beneficiaries.
Incorporating a General Assignment of Assets to Trust into a full estate planning package strengthens your ability to keep assets aligned with your revocable living trust. When you combine the assignment with trust funding for real property, updated beneficiary designations, and a pour-over will, you create multiple layers of protection. If any asset is overlooked, the General Assignment can help demonstrate your intent, while the pour-over will and, if needed, a Heggstad petition, provide further support. This thoughtful coordination reduces uncertainty, supports faster administration, and helps ensure that your planning reflects your values and priorities.
A comprehensive approach also makes it easier for your successor trustee and family members to understand your wishes. When your documents are consistent, clearly drafted, and cross-referenced, those you leave in charge can follow a clear roadmap rather than piecing together scattered information. The General Assignment of Assets to Trust is one of several tools that can simplify their job, alongside financial powers of attorney, advance health care directives, HIPAA authorizations, and guardianship nominations for minor children. Together, these documents aim to protect you during life and help your loved ones after your passing.
One major benefit of using a General Assignment of Assets to Trust is that it adds another written expression of your intention to place certain assets under the control of your trust. If questions arise later about whether a particular asset belongs in the trust, the assignment can serve as helpful evidence for your successor trustee or, if necessary, a court. This can reduce the need for lengthy disputes among family members and can support quicker resolution through tools like a Heggstad petition. Ultimately, the assignment reinforces that your trust is meant to be the central part of your planning.
Another advantage of a comprehensive plan that uses a General Assignment of Assets to Trust is the flexibility it provides as your life changes. You might acquire new personal property, business interests, or other assets after your initial trust funding. While it remains important to review titles and beneficiary designations, the General Assignment can help cover assets that are not individually retitled right away. When combined with regular estate plan reviews, this added layer can make it easier to adapt to new investments, relocations, or changes in family structure without having to rewrite your entire trust every time.
Even with a General Assignment of Assets to Trust, it remains important to keep your asset titles and beneficiary designations up to date. Periodically reviewing bank accounts, investment accounts, real property records, and retirement plan forms helps ensure they are aligned with your estate planning goals. Life changes such as marriage, divorce, births, deaths, or moving to or from California can affect your plan. By pairing regular reviews with your General Assignment and revocable living trust, you help reduce surprises and promote a smoother transition for your chosen successor trustees and beneficiaries.
Laws and family situations change, and your General Assignment of Assets to Trust should keep pace. Scheduling periodic checkups with your estate planning lawyer allows you to revisit your trust, assignment, and related documents to see whether they still reflect your current goals. You may have opened new accounts, formed a business, or purchased real property that needs attention. Regular reviews also offer a chance to confirm your successor trustees, agents under power of attorney, and health care decision makers are still appropriate. Consistent updates help maintain a reliable, well-organized plan that serves you over time.
Many people in California establish revocable living trusts but do not fully fund them, leaving certain assets outside the trust without realizing it. A General Assignment of Assets to Trust helps address this common issue by expressing your intention that a wide range of property belong with the trust. If you want to reduce the likelihood of probate, streamline administration, and provide clear guidance to your successor trustee, this service may be an important component. It also pairs well with other planning tools, including powers of attorney and advance health care directives, for more comprehensive protection.
You might also consider a General Assignment if you own unique or hard-to-classify assets, such as intellectual property, closely held business interests, or certain contractual rights. These items may not always be addressed through simple title changes, yet you still want them governed by your trust’s instructions. The General Assignment gives you a way to broadly reference these interests and include them within your estate plan. When combined with clear instructions in your trust and pour-over will, this approach can help preserve your legacy and support a smoother process for loved ones after your passing.
There are many everyday situations where a General Assignment of Assets to Trust can provide added reassurance. People often acquire new personal property or investments after they sign their initial trust documents, and not every asset is easily retitled. A General Assignment helps capture these items by stating that such property is intended to be part of the trust estate. It is also useful when dealing with small businesses, interests in family partnerships, or miscellaneous accounts that might otherwise be overlooked. By including this document, you create another clear signal of your long-term intentions for your property.
Most people have a wide range of personal items that may not have formal titles, such as furniture, jewelry, collections, and household goods. A General Assignment of Assets to Trust allows you to state that these items are meant to be part of your trust estate, even if they are not individually listed. This can make it easier for your successor trustee to gather and distribute property according to your wishes. It also helps reduce uncertainty among family members, as they have written guidance showing that such personal property should be handled under the terms of your trust.
If you own a small business, membership interest in a limited liability company, or a share of a family partnership, a General Assignment of Assets to Trust can be especially valuable. These interests are often governed by operating agreements or partnership documents and may not be as straightforward to transfer as a bank account. By including them within your General Assignment, you express your desire that they be overseen by your revocable living trust. This can help your successor trustee understand how to manage or transfer these interests and may support smoother coordination with co-owners or business partners.
It is common for someone to sign a revocable living trust and then delay transferring all of their assets into it. Years later, they may find that some accounts or interests remain outside the trust. Adding or refreshing a General Assignment of Assets to Trust when you update your plan can help address this gap. The assignment works alongside new funding efforts and updated titles, expressing your intention that a broad range of assets now be part of the trust estate. This step can be important in reducing confusion and supporting more efficient trust administration later on.
At the Law Offices of Robert P. Bergman in San Jose, we assist individuals and families throughout California with creating and refining estate plans that include a General Assignment of Assets to Trust. Whether you are starting a new plan or updating an existing trust, we take time to understand your goals and explain how the assignment fits with your revocable living trust, pour-over will, and related documents. Our aim is to provide clear, practical guidance so you can feel more confident about how your property will be managed and passed on to the people and causes you care about.
Choosing a law firm that regularly handles trust-based estate planning can make a meaningful difference in how effectively your General Assignment of Assets to Trust is drafted and integrated. At our San Jose office, we focus on helping clients coordinate revocable living trusts, last wills and testaments, financial powers of attorney, advance health care directives, and other tools into a cohesive plan. We carefully review your asset picture, discuss your intentions, and craft documents that support your wishes. Our goal is to help reduce stress for you now and provide clearer directions for your loved ones later.
Our firm also assists with related matters such as Heggstad petitions, trust modification petitions, and trust administration, which often intersect with questions about how assets were assigned or funded. This broader experience allows us to anticipate potential challenges and address them in your documents before they become problems. When preparing a General Assignment of Assets to Trust, we pay attention to details such as naming conventions, dates, and consistency across your estate planning documents. This thorough approach helps promote enforceability and minimizes confusion for your successor trustees, beneficiaries, and any professionals who may assist them in the future.
From your first consultation through final signing, we emphasize communication and education. We explain how your General Assignment of Assets to Trust interacts with your revocable living trust, pour-over will, and other planning tools, and we encourage questions at every step. After your documents are complete, we remain available to assist with future updates and to address new assets or changes in your family situation. By building an ongoing relationship, we can help you keep your plan current so that it continues to reflect your wishes and support your loved ones over many years.
When you work with the Law Offices of Robert P. Bergman on a General Assignment of Assets to Trust, we follow a clear, organized process. We begin by learning about your goals, reviewing your existing estate planning documents, and identifying the types of assets you own. We then draft a customized General Assignment tailored to your revocable living trust, ensuring that language is consistent and supports your broader plan. After reviewing the document with you and answering questions, we guide you through signing and discuss any additional funding steps to help align your assets with your trust.
The first step in preparing or updating a General Assignment of Assets to Trust is a thorough consultation. During this meeting, we discuss your family situation, current assets, and long-term goals for your estate. We review your existing documents, such as any revocable living trust, last will and testament, powers of attorney, and health care directives. This review helps us determine whether a new or updated General Assignment is appropriate and how it should be structured. By understanding your unique circumstances, we can craft an assignment that supports your intentions and fits comfortably within your overall estate plan.
During the initial phase, we ask you to share information about your real property, bank and investment accounts, retirement plans, business interests, and personal property. We also listen carefully as you describe your goals for providing for loved ones, supporting charities, or addressing special circumstances such as minor children or family members with disabilities. This information forms the foundation of your estate plan and guides how the General Assignment of Assets to Trust is drafted. By clearly understanding what you own and what you hope to accomplish, we can recommend strategies that align with California law and your personal priorities.
If you already have a revocable living trust or other estate planning documents, we carefully review them to determine how a General Assignment of Assets to Trust should be integrated. We look for consistency in naming, dates, and roles, and we identify any gaps in funding or coordination. This may involve examining your pour-over will, financial powers of attorney, advance health care directives, HIPAA authorizations, and nomination of guardians for minor children. By understanding your current structure, we can draft the General Assignment and any recommended updates so they support, rather than conflict with, your existing plan.
After we gather information and review your current estate plan, we draft a General Assignment of Assets to Trust tailored specifically to your situation. The document identifies you and your trust, then uses carefully chosen language to assign certain categories of assets to that trust. We pay close attention to how the assignment interacts with other documents, including your trust, pour-over will, and any business or partnership agreements. Once drafted, we send you a copy for review and schedule time to go over each section, ensuring that you understand the purpose and effect of the assignment before you sign.
Each client’s asset mix and trust terms are different, so we customize the language in your General Assignment of Assets to Trust to reflect your particular situation. We consider whether you own interests in limited liability companies, partnerships, or other entities, and whether you hold intellectual property or other intangible rights. We also confirm that the trust’s full name and date match exactly and that the categories of assets described in the assignment are broad enough to be helpful without causing confusion. This careful customization helps ensure that the document accurately reflects your intentions and can be relied upon later.
While drafting your General Assignment of Assets to Trust, we also review how it coordinates with your pour-over will, financial power of attorney, advance health care directive, and any special trusts you may have, such as a special needs trust or irrevocable life insurance trust. Our aim is to create an integrated set of documents that support one another rather than conflict. For example, we ensure that your pour-over will directs remaining assets toward your trust, reinforcing the general assignment. This interconnected approach helps provide a smoother path for your successor trustee and heirs when the time comes.
The final step involves signing your General Assignment of Assets to Trust and discussing any additional actions needed to align your assets with your revocable living trust. We guide you through the signing process, typically in the presence of a notary, and then talk through practical steps such as updating account titles or beneficiary designations. We also recommend scheduling periodic reviews of your estate plan, especially after major life events. These check-ins help ensure that your assignment, trust, and related documents stay current and continue to reflect your wishes as your assets and family circumstances evolve.
When it is time to sign your General Assignment of Assets to Trust, we carefully review the document with you, answering any last questions and confirming that the language accurately reflects your decisions. The signing is usually completed with a notary present to provide proper acknowledgment. If you are also signing an updated revocable living trust, pour-over will, or other estate planning documents, we coordinate the execution so that everything is dated and organized consistently. After signing, we provide instructions regarding safekeeping and copies so you and your designated decision makers know where to locate key documents.
Once your General Assignment of Assets to Trust is signed, your estate plan should be revisited from time to time. Changes such as new real estate purchases, business ventures, or shifts in family circumstances may call for updates. Our firm is available to help you review your plan, adjust your General Assignment or trust as needed, and confirm that asset titles and beneficiary designations remain aligned with your goals. By treating estate planning as an ongoing process rather than a one-time event, you help ensure that your documents continue to work together to support your wishes and family.
A General Assignment of Assets to Trust is a written document in which you, as the trust creator, state that you are assigning various categories of property to your revocable living trust. It is commonly used in California to support proper trust funding and to express your intent that certain assets be treated as part of the trust estate. Rather than listing every individual item, the assignment uses broad language to cover personal property, contract rights, business interests, and other assets that may not have formal titles or are difficult to transfer individually. The document is typically signed at the same time as your trust or during a later update to your plan. While it does not replace the need for separate transfers in some cases, it serves as an important supplement. If a question later arises about whether a specific asset belongs in the trust, the General Assignment can provide valuable evidence of your intention, helping your successor trustee, and sometimes a court, understand how you wanted your property to be managed and distributed.
A General Assignment of Assets to Trust does not completely replace the need to retitle certain assets into the name of your trust. For example, real estate, bank accounts, and some investment accounts typically require separate deeds or ownership changes to ensure your trust is recognized as the owner. Those specific transfers are still essential parts of properly funding your revocable living trust and helping your successor trustee administer your estate smoothly. The General Assignment is best viewed as a complementary tool rather than a substitute. It can help cover broad categories of property, such as personal belongings, business interests, and miscellaneous contractual rights that may not be easily retitled. When used together with individual title changes and updated beneficiary designations, the assignment reinforces your overall intent and can provide valuable support if questions arise later regarding whether certain assets should be treated as trust property for administration and distribution purposes.
A General Assignment of Assets to Trust can be part of a strategy aimed at reducing the need for probate in California, but it does not guarantee that probate will always be avoided. When combined with a properly funded revocable living trust, updated beneficiary designations, and a pour-over will, the assignment helps express your intention that a wide range of assets be governed by your trust. This can support efforts to keep property out of a full probate proceeding, potentially saving time and expenses for your loved ones. However, some assets still may require specific transfers—such as recorded deeds for real estate—to ensure they are recognized as trust property. If those steps are not completed, it might still be necessary to turn to the court, possibly through a Heggstad petition, to confirm that certain assets belong to the trust. In that context, a General Assignment can provide important supporting evidence of your intent, strengthening your position and potentially simplifying the court process.
A General Assignment of Assets to Trust is designed to work hand in hand with your revocable living trust and pour-over will. The trust sets out how your property should be managed during your lifetime and distributed after your passing. The General Assignment expresses that certain categories of assets are meant to be part of that trust estate. Together, they create a framework to guide your successor trustee and reduce uncertainty regarding which assets fall under the trust’s instructions. The pour-over will acts as a safety net for assets that remain in your individual name at the time of your death. It generally directs that such property be transferred into your trust. When all three documents are coordinated and drafted with consistent language, they reinforce one another. The General Assignment provides additional evidence of your intent, while the trust and pour-over will supply the legal mechanisms for management and distribution, helping to create a more complete and reliable estate plan.
You should consider updating your General Assignment of Assets to Trust whenever you significantly change your estate plan, add major new assets, or experience important life events. Examples include purchasing or selling real estate, forming or acquiring a business, receiving a substantial inheritance, or moving into or out of California. Births, deaths, marriages, and divorces within your family can also affect how you want your plan to function and which assets you want governed by your trust. In many cases, it may be sufficient to review your existing General Assignment and confirm that its language still accurately reflects your circumstances and intentions. During a periodic estate plan review, your lawyer can evaluate whether revisions are needed or whether the existing assignment remains appropriate. Treating your estate plan as a living arrangement rather than a one-time project helps ensure that your documents, including the General Assignment, continue to match your current goals and asset structure over time.
A General Assignment of Assets to Trust can express your intent that real estate be part of your trust estate, but it usually does not replace the need for a deed transferring the property into the trust’s name. In California, properly funding real estate into a trust generally requires preparing and recording a new deed with the county recorder. This formal step helps ensure that public records reflect the trust as the legal owner, which is important for later administration and potential sale or refinancing. That said, a General Assignment can still be helpful if a deed is overlooked or not prepared correctly. If a question arises about whether real property should be treated as trust property, the assignment may serve as supporting evidence of your intention. Combined with other documents, it may assist in pursuing a Heggstad petition or similar court relief. Nonetheless, best practice is to record appropriate deeds and use the General Assignment as an additional safeguard, not as a complete substitute for proper title work.
If an asset is left out of both the trust and the General Assignment of Assets to Trust, it may still pass through probate or other default processes, depending on how it is titled and its value. For example, assets held solely in your individual name without a beneficiary designation or pay-on-death feature may require probate if they exceed California’s small estate threshold. In these situations, the court will rely on your will, or if there is no will, state intestacy laws to determine who receives the property. This is one reason regular review of your estate plan is so important. By periodically checking your asset list, beneficiary designations, and trust funding, you can reduce the chance that property is overlooked. Your lawyer can help identify any gaps and recommend steps to bring stray assets into alignment with your overall plan, whether through retitling, updating beneficiary forms, revising your General Assignment, or, where appropriate, adjusting your will and trust provisions.
Yes, a General Assignment of Assets to Trust can often provide valuable support for a Heggstad petition in California. A Heggstad petition asks the court to confirm that a particular asset is part of a trust, even if legal title does not clearly show that ownership. When you have a signed General Assignment indicating your intention to place certain assets into your trust, that document can serve as important evidence of your intent for the court to consider. The success of any Heggstad petition depends on the specific facts and documents involved, including how clearly the trust and assignment describe the asset and your intent. While a General Assignment alone is not a guarantee, it can significantly strengthen your position when seeking court confirmation. Consulting with an estate planning and trust administration lawyer can help you evaluate whether a Heggstad petition is appropriate in your situation and how your General Assignment and trust documents may support that request.
If you only have a will and no revocable living trust, a General Assignment of Assets to Trust is generally not used, because there is no trust to which assets can be assigned. In that scenario, your will is the primary document that directs how your property should be distributed after your passing. Assets in your individual name may go through probate, and beneficiary designations or joint ownership will control how certain accounts and property pass outside the probate process. However, you might decide to create a revocable living trust in the future to reduce reliance on probate or to provide more detailed instructions for managing property in the event of incapacity. When you establish a trust, a General Assignment of Assets to Trust can then be prepared to complement your new plan. At that point, the assignment, along with trust funding and a pour-over will, can help bring your assets under a unified structure designed to provide smoother administration for loved ones.
To get started preparing a General Assignment of Assets to Trust in San Jose, you can schedule a consultation with the Law Offices of Robert P. Bergman by calling 408-528-2827 or visiting our website. During this meeting, we will talk with you about your goals, review your existing estate planning documents, and identify the types of assets you own. This information allows us to determine how a General Assignment fits into your overall plan and whether other updates, such as a revocable living trust or pour-over will, may be appropriate. After the consultation, we will draft a customized General Assignment tailored to your trust and asset picture. We then review the draft with you, answer questions, and guide you through the signing process. Our firm also helps with related steps like trust funding and updating beneficiary designations. By working together, we aim to create a coordinated estate plan that uses the General Assignment of Assets to Trust as one important tool to clarify your intentions and support your loved ones.
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