If you have a revocable trust, it’s possible that you have a document at the back called a Schedule A or a Schedule of Assets. You might wonder, what is it? What does it do? If I don’t have one, do I need it?

These are great questions, and in this video, we’ll cover them all. We’ll also talk about:
What should and shouldn’t be included in your trust
What the Schedule A means and how it can help cover any errors in funding the trust
How the Estate of Heggstad and Estate of Ukkestad rulings may apply to your situation
Why your attorney might use a General Assignment instead
Which counties in northern California recognize each method

If you have any questions, contact us our team is happy to help!

Timestamps:
00:00 Introduction
00:23 What is a Schedule A and What Should It Include?
00:46 Retitling Assets to Put in Trust
01:33 How to Use a Schedule A
02:30 Heggstad Petition
03:26 Estate of Ukkestad and General Assignment
04:07 Do You Need a Schedule A?
06:25 Necessity of Retitling Assets Into Your Trust
07:26 Closing Remarks: What Should My Estate Plan Contain?

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