Estate Law

Estate law questions? Ask an estate lawyer.

Ask a Lawyer,
Get an Answer ASAP!

This answer was rated:

I am creating my Living Trust on Nolo. It says “However,

I am creating my Living...
I am creating my Living Trust on Nolo.
It says “However, items with title documents -- like real estate, cars or stocks -- may take a few weeks to transfer because you must have the title documents changed.”
How do I transfer the title of my house to my new trust, to whom do I take it too? Also, my car (the DMV)? Financial assets (stocks, retirement accounts, insurance policies)? Do they charge money for the transfer?
Show More
Show Less
Ask Your Own Estate Law Question
Answered in 5 minutes by:
3/11/2018
Richard
Richard, Attorney
Category: Estate Law
Satisfied Customers: 57,040
Experience: 29 years of experience practicing law, including tax and estate planning.
Verified

Hi! My name is Richard & I will be helping you today! It will take me a few minutes to type a response to your question. Thanks for your patience!

Ask Your Own Estate Law Question

For your house, you She you simply need to sign a quit claim deed transferring title from yourself as grantor to your trust as grantee. The deed needs to be witnessed, notarized, and then recorded in the real property records of the city/county in which the property is located. If you need a template for a quit claim deed, let me know and I'll be happy to provide you one. For your car, you do that at the DMV. And, for your stocks, you contact your broker to make the change; on the retirement accounts, contact the administrator to change the beneficiary to your trust and do the same with the insurance company for your insurance policies. No, there would be no charge for doing any of these changes other than a small recording fee for the deed to your house and maybe a small fee at the DMV.

Thank you so much for allowing me to help you with your question. I have done my best to provide information which fully addresses your question. If you have any follow up questions, please ask! If I have fully answered your question(s) to your satisfaction, I would appreciate you rating my service as Good or Excellent (i.e., 4 or 5 stars)(hopefully Excellent/5 stars!). Otherwise, I receive no credit for assisting you today. I thank you in advance for taking the time to provide me a positive rating!

Ask Your Own Estate Law Question
Customer reply replied 4 months ago
Thank you and yes, I would like to receive a Quick claim deed. Can you add the file here?

Sure....no worries. I have attached it for you. :)

Ask Your Own Estate Law Question
Customer reply replied 4 months ago
The Quit form nullifies me as the owner but I don’t see where I can transfer the title to my trust. How/when do I do that?

You put the name of your trust in the blank. The defines the trust as the Grantee and what you are doing as grantor is transferring your interest to the Grantee (which is the trust).

Richard
Richard, Attorney
Category: Estate Law
Satisfied Customers: 57,040
Experience: 29 years of experience practicing law, including tax and estate planning.
Verified
Richard and 87 other Estate Law Specialists are ready to help you
Ask your own question now
Customer reply replied 4 months ago
Gotcha. Thank you!

Thank you so much for the 5-star rating! I know rating takes an additional step and I truly appreciate you taking the extra time! It's been my honor and privilege to help you with this. If I can help you in any way in the future, I'll be happy to help. For easy access, my bookmark is: www.justanswer.com/law/expert-legalbeacon/ . Or, simply request “Richard only” in the first line of your question.

Ask Your Own Estate Law Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with an estate lawyerLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Richard Your Own Question
Richard
Richard
Richard, Attorney
Category: Estate Law
Satisfied Customers: 57,040
57,040 Satisfied Customers
Experience: 29 years of experience practicing law, including tax and estate planning.

Richard is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

My husband has been driving me insane with questions regarding estate issues since his mother died. I'm not a lawyer! Thanks to JustAnswer, I was able to calm his concerns.

Loretta TIllinois

Thanks Adam!! - A very direct and understandable response - you have been a great help!

Happy CustomerEllicott City, MD

Mr. Kaplun clearly had an exceptional understanding of the issue and was able to explain it concisely. I would recommend JustAnswer to anyone. Great service that lives up to its promises!

Gary B.Edmond, OK

My Expert was fast and seemed to have the answer to my taser question at the tips of her fingers. Communication was excellent. I left feeling confident in her answer.

EricRedwood City, CA

I am very pleased with JustAnswer as a place to go for divorce or criminal law knowledge and insight.

MichaelWichita, KS

PaulMJD helped me with questions I had regarding an urgent legal matter. His answers were excellent.

Three H.Houston, TX

Anne was extremely helpful. Her information put me in the right direction for action that kept me legal, possible saving me a ton of money in the future. Thank you again, Anne!!

ElaineAtlanta, GA

< Previous | Next >

Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

5,841 satisfied customers

17 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

5,579 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

5,133 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,514 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,209 satisfied customers

12+ yrs. of experience including estate law.

< Previous | Next >

Related Estate Law Questions
Do I need a lawyer to make a Revocable Living Trust or can I
Do I need a lawyer to make a Revocable Living Trust or can I just use LegalZoom or something like that to create? What advantages are there to getting a lawyer?… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,579 satisfied customers
Louisiana, I have a revocable living trust 2002.The lawyer
I have a revocable living trust 2002.The lawyer who did the trust writes he will no longer represent us,but does not confirm whether or not the trust is still valid. … read more
Richard
Richard
Attorney
Doctoral Degree
57,040 satisfied customers
My mother is applying for Medicaid in GA but she has too
My mother is applying for Medicaid in GA but she has too much in assets. We are trying to spend down her assets so that she is eligible. There are two accounts that have her social security number on … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,579 satisfied customers
My wife and I have wills but do we need a trust instead to
My wife and I have wills but do we need a trust instead to stay out of probate when either one of us dies so the other will not be lost financially? … read more
Attyadvisor
Attyadvisor
Doctoral Degree
8,265 satisfied customers
I'm 67, retired. I'm attempting to determine if I should
Hi, I'm 67, retired. I'm attempting to determine if I should establish a trust or just use a will to deal with my assets. I have investments with a mortgage group and a minor investment with oil inter… read more
KLAW
KLAW
Juris Doctorate
2,273 satisfied customers
I am looking second opinion. If someone other than Ray could
I am looking for a second opinion. If someone other than Ray could please answer this for me.What is the easiest, least expensive but legally binding way for a single individual in California to desig… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,209 satisfied customers
If i create a revocable trust and move most of my valuables
If i create a revocable trust and move most of my valuables to that. And instead of having a pour over will i create a regular will (using say Quicken will maker) saying that anything not in my trust … read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,514 satisfied customers
I am under the impression the best way to protect the assets
I am under the impression the best way to protect the assets of my two life policies for my two children is to create a trust and name the trust as the beneficiary of the death benefits. I am divorced… read more
Attorney2020
Attorney2020
Lawyer
2,480 satisfied customers
The executor is transferring stocks from deceased into her
the executor is transferring stocks from deceased into her account,and not listing deceased retirement account as assets.… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,841 satisfied customers
what are the advatages of a living trust. how does one establish.
what are the advatages of a living trust. how does one establish. how much should it cost? what assests go into a living trust? how does one transfer assets to a living trust?… read more
Richard
Richard
Attorney
Doctoral Degree
57,040 satisfied customers
I would like to get some information about setting up a trust
I would like to get some information about setting up a trust account. first of all I must say I do not have the slightest idea of what type of trust I want or need, also I do not type fast at all. I … read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My grandparents purchased mineral rights, after their death
My grandparents purchased mineral rights, after their death my mother, aunts & uncles had a lawyer draw up new papers with their names on the papers. Now, the is only one remaining aunt (96 yrs.) aliv… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
how can I add new assets to the living trust document? what
how can I add new assets to the living trust document? what form must i use? Can I add assets after the Trustee dies? How can this be done?… read more
AlexiaEsq.
AlexiaEsq.
Managing Lawyer/Advocate
Doctoral Degree
37 satisfied customers
I am told we need to attach the filled form of Realty transfer
I am told we need to attach the filled form of "Realty transfer tax stetament of value' in transferring properties into the living trust. My wife and Me are the trustees and grantors. In the form, the… read more
lwpat
lwpat
Doctoral Degree
256 satisfied customers
I created a life insurance irrevocable trust in KY about 15
I created a life insurance irrevocable trust in KY about 15 years ago for my children. The policies were expected to be completely paid of in about 12 years, but have vastly underperformed. Therefore,… read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
5,212 satisfied customers
My mother just passed away. She had two trusts. One drawn
My mother just passed away. She had two trusts. One drawn in 1994 in which she recorded a deed of trust in the name of that trust. She named successor trustees and her will stated the portionate share… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
Thru NOLO, Ive completed preparation of a living trust. I
Thru NOLO, I've completed preparation of a living trust. I live in Los Angeles, California. All the documents appear to be in order but I haven't filed yet because I'm unsure what needs to be included… read more
lwpat
lwpat
Doctoral Degree
256 satisfied customers
We have just set up a revocable living trust in Arizona and
We have just set up a revocable living trust in Arizona and are funding it now with the obvious assets. We have received different advice about placing certain items in the trust from attorneys, finan… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
26,935 satisfied customers

DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

Show MoreShow Less

Ask Your Question

x