trust-assignment

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:

1. Trust agreement — full legal name, execution date, amendment history, revocable/irrevocable status, governing state
2. Parties — grantor's full legal name (as on titles), address, capacity; trustee's name/address; whether grantor serves as own trustee
3. Asset inventory — property descriptions, account numbers, legal descriptions, VINs, entity docs, IP registration numbers
4. Jurisdiction — state execution formalities, county recording requirements, witness/notary rules
5. 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