Serving Illinois. Your appointment must be handled by an Illinois-commissioned notary.
Assignment of Assets to Trust - Illinois
Illinois · Fillable PDF · Free
A general assignment moves ownership of personal property, such as furniture, jewelry, and listed assets, into your living trust, so they are managed under the trust and can avoid probate. A general assignment moves ownership of personal property, such as furniture, jewelry, and listed assets, into your living trust, so they are managed under the trust and can avoid probate.
Illinois residents and families reviewing assignment of assets to trust instructions.
What you'll need
Read the original packet’s instructions and complete only the fields that apply.
Bring acceptable identification and follow the packet’s signature and witness instructions.
How to complete it
Fill in the trust (Page 1) Enter your name as assignor and the trustee and trust name exactly as in your trust.
Describe the assets (Page 1) The assignment covers your tangible personal property and any assets you list. Real estate needs a separate deed, and accounts usually need the bank’s own forms.
Sign before a notary (Page 2) Bring a current, government-issued photo ID.
A successor trustee uses this form to formally accept appointment as trustee of an Illinois living trust, so banks and title companies can recognize their authority.
When an Illinois will is admitted to probate, the witnesses’ sworn affidavit can prove the will without their appearing in court. It is often signed right after the will.
An affidavit of heirship is a sworn statement of a deceased person’s family history that identifies the legal heirs. Title companies use it to clear title to inherited Illinois real estate, often with a probate order or other proof.
A certification of trust is a short summary of a living trust that proves the trust exists and who may act for it, without revealing private details such as beneficiaries and shares.
A disclaimer lets you refuse an inheritance, life insurance proceeds, a trust interest, or other property, so it passes to the next person in line instead of you.
This is Illinois’s statutory small estate affidavit. It lets a family member collect a decedent’s bank accounts, vehicles, and other personal property without opening probate, when the estate is small and has no real estate.
These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.