Complimentary 30-Minute Estate Planning Consultation

Trust Asset Transfers

Trust Asset Transfers

Trust Asset Transfers
From $245.00
Choose

A trust may be properly prepared yet remain incomplete when intended assets are never transferred into it Trust Asset Transfer services help clients address that practical gap by organizing and carrying out supported ownership changes.

The work may involve real property financial accounts business interests or personal property depending on the asset and available service For qualifying real property transfers preparation can include deed-related documents and recording coordination subject to stated geographic limitations.

The Legacy Harbor guides clients through the information needed for each transfer and keeps the work connected to the broader estate plan. Completing appropriate transfers helps align legal ownership with the client’s trust instructions supports future administration and reduces the risk that important assets remain outside the.

Real Property Trust Transfer

Price: $750

Transfer real property into your trust with deed preparation and recording.

Financial Account Trust Transfer

Price: $345

Retitle financial accounts to align with your trust and estate goals.

Business Interest Trust Transfer

Price: $375

Transfer business ownership interests into your trust for future continuity.

Personal Property Trust Transfer

Price: $245

Transfer valuable personal property into your trust with organized documentation.

Pricing Information

This service includes retrieval of the latest recorded deed, preparation of a new deed, all applicable state and county documents, county recording fees, and deed recording services.

Exceptions:

  • Alabama: Pricing varies based on the property's value (less any mortgages). The preparation fee is $175, plus applicable recording fees.

  • Virginia: Clients must provide a copy of the recorded deed, as online deed retrieval is unavailable.

  • Service Unavailable: Washington, D.C., Hawaii, Louisiana, Massachusetts, North Carolina, Allen County (OH), Brown County (OH), Delaware County (OH), Richland County (OH), and Westchester County (NY).

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