Bill of Transfer to a Trust

I, ________________ (“Grantor”), together with my spouse, ______________, hereby sell, transfer, and assign to the Trustee of the ____________ (“Trust”), all of our right, title, and interest in the asset(s) listed in the attached Schedule A.

Grantor

Grantor’s Spouse

Date: ______________

How to Use This Sample Format

This guide is intended to help you understand and correctly complete this document. Both the Grantor and the Grantor’s spouse should sign to avoid any future disputes or claims of ownership in the transferred property.

It is advisable to make multiple copies of this document and store them along with the original trust documents.

Ensure that any interests related to the assets—such as stock certificates, deeds, or similar items—are properly documented or updated. While not strictly required, doing so can make future asset administration easier, reduce legal costs, and prevent potential conflicts. This is especially beneficial once statutes of limitations begin to apply and become fully enforceable.