Titling Bank Accounts
You can easily transfer your bank account into your living trust. A bank generally requires proof of your trust and may require completion of a bank form before making account transfers. Your bank may accept a certificate of trust in lieu of a full copy of your trust. A certificate provides you greater privacy because it only identifies basic information, such as the trust's name and trustee. Generally, you maintain full control over your bank assets after titling them into trust -- and you can convey bank accounts back out of the trust at any time.