Bill of Transfer to Living Trust

Formatted for Your State

Only $49

Answer a few simple questions and get a Bill of Transfer formatted for your state, with signing instructions.

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Available Products

Bill of Transfer

Bill of Transfer

One-time, state-specific

State-specific
$49
one-time

Bill of Transfer Guide

What Is the Purpose of a Bill of Transfer?

A Bill of Transfer can help you assign some property without a title (e.g., furniture, jewelry, art pieces) to your Trust.

Why one needs a Bill of Transfer

It helps you include in the Trust personal belongings that are not titled.

It is simple and reusable

You can choose to list categories or individual items and create a revised version when needed.

How to Create a Bill of Transfer

  1. 1

    Answer simple questions

    Tell us who you are and the choices you want written into your document.

  2. 2

    Review your document

    Read through it and make edits anytime while your access is active.

  3. 3

    Sign as instructed

    Sign following the included instructions. Online notarization is available as an optional add-on.

  4. 4

    Store and share

    Keep your document in your secure dashboard and share copies with the people you named.

Advantages and Considerations

Advantages

  • Moves untitled belongings into your trust
  • Covers furniture, jewelry, art and more
  • Simple written record
  • Works with your trust plan

Things to keep in mind

  • Does not replace titles for real estate or vehicles
  • Should be kept with your trust documents
  • Update it when you add valuable items

This information is general and educational. WillOnline is not a law firm and does not provide legal advice.

Why Pay More for Estate Planning?

Hiring a Lawyer

$300-$700

Weeks of appointments

In-person meetings

Hourly billing

Pay per revision

Online with Us

$49flat fee

Complete at your own pace from home

From anywhere

Transparent price

Document accuracy guarantee

Personalized

For your situation

State-Compliant

Formatted for your state

30 Minutes

Fast, simple process

Save thousands with a document prepared online

* Costs are based on average US attorney fees for a standard Bill of Transfer. WillOnline.com is a DIY software platform, not a law firm, and does not provide legal advice.

WillOnline, this week

Over the past 7 days, 63 users started their estate planning paperwork online this week.

Save your time and money with us

You can provide your responses to some simple questions through our system, and it will help you generate the documents based on your state’s requirements.

Save your progress and finish anytime.

  • Simple guided questionnaire
  • Step-by-step guidance at every stage
  • Pause anytime, resume from any device
  • Includes step-by-step signing instructions
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What property will you assign to your trust?

Household items
Jewelry and art
Collections
All personal property
WillOnline.com
Bill of Transfer
of

This document is made by , of the County of , State of .

I. ASSIGNMENT

The Assignor transfers to the Trustee of the trust named below the personal property described in Schedule A.

II. PROPERTY

The assigned property includes the items and categories listed in Schedule A.

What happens if you don't have a plan?

Without a clear estate plan, the distribution of your assets may be handled by the court system. Your estate could end up in probate, potentially involving extra expenses, delays, and family disputes.

With a Bill of Transfer for $49, you can note your wishes in writing and spare your loved ones unnecessary stress.

Couple reviewing their estate planning documents

When to create a Bill of Transfer

When to create or update a Bill of Transfer:

Purchasing a property and planning for its future transfer

Getting married or divorced and making sure that your documents reflect your current wishes;

Having children and planning for their future;

Getting ready for retirement and updating your estate plan;

Relocating and making sure that your paperwork is recognized in your new state;

Completing the set of the Trust paperwork with a Bill of Transfer;

A significant change in your life, such as a loss or a health change;

Revisit the documents every 3-5 years to ensure they are up to date.

A Bill of Transfer is one part of a complete plan. It is typically prepared along with a Trust or a Will.

Have any doubts or questions?

We're always happy to answer any questions about our service.

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Documents and prices are based on the state you select.

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Good to know

Requirements for signing, witnesses and notarization vary by state. Your document comes with instructions for the state you select.

What Our Customers Say

Join thousands of families who have protected their future

"I expected a long, complicated process but ended up with everything ready in less than a day. No confusion, no back-and-forth."

Patricia K., 58, Orlando, FL

"I saved a bundle compared to hiring a traditional attorney, and the result is professional and thorough. I couldn't be more pleased."

Linda R., 62, Tampa, FL

"I was worried that doing this online would feel risky, but the process was extremely well organised, intuitive and quick."

Thomas L., 71, Jacksonville, FL

Don't wait until it's too late

Every day without a plan is a day your family is unprotected. Create your Bill of Transfer today, in a few minutes.

Document Accuracy Guarantee

If a document we prepare contains a verified error, we correct it or refund you. Details are in our Refund Policy.