Legal Question in Wills and Trusts in California

Estate Law - I have "Asset Assignment to Revocable Living Trust" forms. If I want to leave ALL the furnishings located in my home to someone, do I have to fill out one form for each item or can it be said "all furnishings" on one form?


Asked on 6/07/11, 2:47 pm

1 Answer from Attorneys

Michael Weinstein Law Office of Michael R. Weinstein

I cannot give you a specific answer to your question because I do not know the contents of your form and it is not a Judicial Council form. However, I will give you some alternatives that may be of help to you. The only requirement to establish a Revocable Living Trust is a writing signed and dated by yourself that identifies the propertyin the trust, who the trustee is, who the beneficiaries are/is, and states that you are establishing a trust. You do not have to itemize if there is only one beneficiary. Therefore, without having seen the form, and assuming from your question that there will only be one beneficiary for the furniture, you can state that it is your intent that the named beneficiary will receive all your household furniture. In this case you do not have to itemize the furniture or make one page per item of furniture.

The alternative is, if you have a formal trust document, is to name the beneficiary in the document and state that they are to receive your household furniture.

A seperate asset assignment to revocable living trust form, naming a beneficiary, would appear to be an amendment to the original trust and must be executed with all the formalites that are required to execute a trust including having your signature acknowledged by a notary and referencing the original trust and amendments or restatements.

I presume that this is more information than you thought you would receive but without seeing the form I cannot be more specific and must give you options.

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Answered on 6/08/11, 10:54 am


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