Wills & Trusts

What assets should I put in a Trust?

A Trust is a legal entity that can hold a wide variety of assets, but you shouldn't put everything into the Trust - retirement accounts, life insurance, and a few other important excepts.
September 13, 2023

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Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
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Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
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Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
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Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

A revocable living trust is a flexible legal document that can be used to hold a wide range of assets, including real estate, investments, bank accounts, and personal property. The grantor, or individual who creates the trust, can transfer ownership of their assets to the trust and retain control over them while they are alive.

When the grantor dies, the assets in the trust will be managed and distributed according to the terms of the trust document. This can help to ensure that the grantor's wishes are carried out and that the distribution of their assets is handled efficiently, without the need for probate court involvement.

It's important to note that not all assets can be transferred to a revocable living trust. For example, some types of retirement accounts and life insurance policies may have designated beneficiaries and cannot be included in a trust. It's a good idea to consult with an attorney to determine which assets can be transferred to a revocable living trust.