How to Title EE Bonds in Your Revocable Living Trust

When working with my clients, we make sure that their revocable living trust is properly funded.  Having a revocable living trust without properly funding the trust is like having a suitcase with nothing in it.

Clients always ask which assets should go into the revocable living trust.  One of the assets that there is always a question about is EE Bonds.

EE Bonds are placed in the trust by re-issuing the bonds in the name of the trust.   This can be done a, which is a service of the Federal Government.

You go on line to the site, then type in the information and name of the trust, then they’ll send you the re-issued bonds.

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