Identify the successor trustee. The initial cost and tenants in the trustee for married couples are to put in trust will be documented with probate. The specific steps required to secure assets will obviously depend on the type of assets owned by a particular trust. INITIAL TRUST DETAILS Name of your Trust: When we contact you please be sure to have the names, contact information and social security numbers of the parties that you would like to be included in the Trust. If you think that the property in your estate will fit into either of these categories when you die, the probate process may be straightforward and relatively inexpensive, so you may not need to worry about avoiding a living trust. If you choose to include this option, then this section identifies any specific people who are intentionally not named as beneficiaries to receive anything under the trust. His practice focuses on executive compensation, estate planning, estate administration, charitable gift planning, probate, and trust law. This means that one partner has title to the property, while the other party has absolutely no claim to it. That means that your spouse cannot ever be a joint owner of the assets. The transfer of this property is further evidenced through the completion of the Notice of Assignment.