Schedule A, trust property

Let’s list the property in your trust

Schedule A is the list of what you have placed in your trust: real estate, bank and investment accounts, business interests, and belongings. It is the part of a trust you are most likely to update, so it works as its own document. Answer a few plain questions and watch it take shape. Your answers stay in this browser.

This list doesn’t move property into the trust by itself — deeds and account changes are still needed. Need to show a bank that your trust exists? Create a Certification of Trust.