| name | trust-assignment |
| title | Assignment of Property to Trust |
| description | Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific execution formalities. Use when funding a trust, transferring assets to a living trust, assigning property to a trustee, or preparing trust funding documents. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/trust-assignment |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | trusts-and-estates |
| language | en |
Assignment of Property to Trust
Drafts a legally sufficient assignment instrument transferring specified assets from a grantor into a trust, formatted for execution and recording where applicable.
Prerequisites
Collect before drafting:
- Trust agreement — full legal name, execution date, amendment history, revocable/irrevocable status, governing state
- Parties — grantor's full legal name (as on titles), address, capacity; trustee's name/address; whether grantor serves as own trustee
- Asset inventory — property descriptions, account numbers, legal descriptions, VINs, entity docs, IP registration numbers
- Jurisdiction — state execution formalities, county recording requirements, witness/notary rules
- Third-party restrictions — operating agreement transfer restrictions, lender consent requirements, entity governing document limitations
Document Structure
Draft these sections in order:
| Section | Contents |
|---|
| Title & Date | "ASSIGNMENT OF PROPERTY TO TRUST" centered; date in traditional legal format |
| Recitals | WHEREAS clauses identifying trust by full name/date, stating grantor's intent to fund |
| Party Identification | Full legal names, addresses, capacities; dual-role language if grantor = trustee |
| Trust Incorporation | Trust name, date, amendments, revocable/irrevocable status, authority provisions |
| Operative Assignment | "assign, transfer, convey, set over, and deliver" language with consideration recital |
| Property Schedules | Categorized asset descriptions per table below |
| Representations & Warranties | Title, authority, no conflicts, further assurances covenants |
| Governing Law | State law clause; venue if grantor ≠ trustee or trust is irrevocable |
| Execution Block | Signature, witnesses, notarial acknowledgment per state requirements |
Property Schedule Requirements
| Asset Type | Required Identifiers | Notes |
|---|
| Real property | Legal description (from deed), street address, APN, county/state |
