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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
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.
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Related Articles:
These articles explain the key concepts covered in this checklist:
Trust Asset Eligibility Guide
What you’ll get:
✔ A clear guide to which assets typically belong in a trust
✔ Examples of accounts and property that may require special handling
✔ A quick reference to help you organize your trust funding decisions
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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.