trust-assignment
Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific execution formalities. Use when funding a trust, transferring assets to a living trust, assigning property to a trustee, or preparing trust funding documents.
Best use case
trust-assignment is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific execution formalities. Use when funding a trust, transferring assets to a living trust, assigning property to a trustee, or preparing trust funding documents.
Teams using trust-assignment should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/trust-assignment/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How trust-assignment Compares
| Feature / Agent | trust-assignment | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific execution formalities. Use when funding a trust, transferring assets to a living trust, assigning property to a trustee, or preparing trust funding documents.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Assignment of Property to Trust
Drafts a legally sufficient assignment instrument transferring specified assets from a grantor into a trust, formatted for execution and recording where applicable.
## Prerequisites
Collect before drafting:
1. **Trust agreement** — full legal name, execution date, amendment history, revocable/irrevocable status, governing state
2. **Parties** — grantor's full legal name (as on titles), address, capacity; trustee's name/address; whether grantor serves as own trustee
3. **Asset inventory** — property descriptions, account numbers, legal descriptions, VINs, entity docs, IP registration numbers
4. **Jurisdiction** — state execution formalities, county recording requirements, witness/notary rules
5. **Third-party restrictions** — operating agreement transfer restrictions, lender consent requirements, entity governing document limitations
## Document Structure
Draft these sections in order:
| Section | Contents |
|---|---|
| Title & Date | "ASSIGNMENT OF PROPERTY TO TRUST" centered; date in traditional legal format |
| Recitals | WHEREAS clauses identifying trust by full name/date, stating grantor's intent to fund |
| Party Identification | Full legal names, addresses, capacities; dual-role language if grantor = trustee |
| Trust Incorporation | Trust name, date, amendments, revocable/irrevocable status, authority provisions |
| Operative Assignment | "assign, transfer, convey, set over, and deliver" language with consideration recital |
| Property Schedules | Categorized asset descriptions per table below |
| Representations & Warranties | Title, authority, no conflicts, further assurances covenants |
| Governing Law | State law clause; venue if grantor ≠ trustee or trust is irrevocable |
| Execution Block | Signature, witnesses, notarial acknowledgment per state requirements |
## Property Schedule Requirements
| Asset Type | Required Identifiers | Notes |
|---|---|---|
| Real property | Legal description (from deed), street address, APN, county/state | May need separate deed; attach as exhibit if multiple parcels |
| Vehicles | Year, make, model, VIN | |
| Art/jewelry/collectibles | Artist/type, title, medium, dimensions, materials | Reasonable particularity standard |
| Bank accounts | Institution, account type, full account number | Institution's own transfer forms also needed |
| Investment/brokerage | Institution, account number, account type | |
| Securities | Shares, company name, ticker symbol | |
| Business interests | Entity legal name, interest type & percentage, formation jurisdiction | Check operating agreement for transfer restrictions/ROFR |
| Intellectual property | Patent/trademark/copyright registration numbers, titles, domain URLs | |
### Non-Assignable Assets
These cannot be transferred by general assignment — use dedicated forms instead:
- **Retirement accounts** (IRA, 401(k), pension) — beneficiary designation forms
- **Life insurance** — carrier's ownership change or beneficiary designation forms
- **Financial accounts in practice** — most institutions require their proprietary transfer forms
## Execution Checklist
- [ ] Grantor signature with printed name and date
- [ ] Witness signatures (number per state law; typically 2 for real property)
- [ ] Notarial acknowledgment using exact state statutory form (state, county, personal appearance, commission number, expiration, seal area)
- [ ] Recording format compliance if real property (margins, font, return address, page requirements)
- [ ] Preliminary change of ownership report / transfer tax declaration if jurisdiction requires
## Drafting Rules
- **Dual-role language** — when grantor = trustee: "John Smith, an individual ('Grantor'), hereby assigns to John Smith, as Trustee of the John Smith Revocable Living Trust dated [date] ('Trustee')"
- **Exhibits/schedules** — use for lengthy property lists; reference in the operative clause
- **Further-assurances covenant** — obligate grantor to execute additional documents needed to perfect transfer
- **Supplemental transfer docs** — flag any asset requiring deeds, entity assignment forms, or institution forms in a transmittal memo
- **Notarial acknowledgment** — never draft from memory; use the exact statutory form for the applicable state [VERIFY specific state notary statutes]
- **Community property states** — confirm whether spousal joinder or consent is required for real property
- **Irrevocable trusts** — flag potential gift tax implications; confirm grantor understands the transfer is permanent
- **Encumbered assets** — disclaim liens/encumbrances via schedule if grantor cannot represent clear titleRelated Skills
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mortgage-deed-of-trust
Drafts recording-ready residential Mortgages or Deeds of Trust with jurisdiction-appropriate instrument selection, uniform covenants, default/foreclosure provisions, and execution formalities. Use when drafting mortgage instruments, deeds of trust, security instruments for home loans, or real estate financing documents.
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deed-of-trust
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confidentiality-invention-assignment
Drafts U.S. Confidentiality and Invention Assignment Agreements (PIIA/CIIA) for employees or contractors. Covers DTSA immunity notice, present-tense invention assignment, prior-inventions schedule, return-of-property, and optional non-solicit/non-compete clauses with state-specific carve-outs. Use when onboarding workers, protecting IP, or forming a company. Trigger: confidentiality agreement, invention assignment, PIIA, CIIA, proprietary information, trade secrets, DTSA, prior inventions, work made for hire.
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certificate-of-trust
Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust terms. Use when preparing trust certificates for real estate closings, bank account openings, business transactions, or any context requiring trustee authority verification with UTC-compliant, privacy-preserving disclosure.
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assignment-assumption
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