I’ve opened a bank account/life insurance policy/retirement account, how do I put it in the trust?

Grantors are able to add property to and remove property from their revocable living trusts at any time. This does not require PI’s involvement, but we are happy to assist the clients if they request. For bank accounts, life insurance policies, investment accounts, 529s, or other cash-based assets, clients should reach out to the bank/financial institution and request next steps from them, as each bank/institution has different procedures/paperwork. Typically, the client will need to request information about retitling an account to the name of their revocable living trust, or adding/changing a beneficiary designation to the account/policy.