Asset Transfer Worksheet

The Asset Transfer Worksheet by Ann LeFlore is a detailed, line-by-line funding tracker for anyone moving assets into a trust. Trust funding is where many otherwise well-drafted trusts fail — assets are never formally re-titled, leaving the trust empty of the very property it was created to hold. This worksheet covers every asset category a trustee or grantor is likely to encounter, from real property and bank accounts to retirement plans, business interests, mineral rights, and digital assets, with clear guidance on what generally can and cannot be titled directly in a trust.

Each entry includes space for institution details, account or document references, and a transfer status, plus a dedicated action tracker for logging transfer dates and outstanding tasks as the funding process moves forward.