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Trust Asset Eligibility Guide

A reference tool to help evaluate which assets are typically appropriate for trust ownership—and which may require caution.

What This Resource Helps You Do

Evaluate whether specific asset types commonly fit within a trust
Identify assets that are usually excluded or handled differently
Recognize when additional review or guidance may be needed
Avoid assumptions that can create funding or coordination issues
Support cleaner trust planning and execution decisions

Who This Resource Is For

This guide is for individuals reviewing asset placement decisions within a trust and wanting clarity before transferring or retitling assets.

How to Use This Resource

Use this guide as a reference alongside trust planning or funding activities. It’s especially helpful when reviewing unfamiliar asset types or coordinating multiple planning tools.

Download the guide to support thoughtful asset decisions and reduce avoidable trust complications.

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Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.