Convert Your LLC to a Trust — National Guide

Why Convert an LLC to a Trust?

• ✅ Asset protection against lawsuits and probate
• ✅ Privacy — trusts are not recorded like LLCs
• ✅ Avoid delays and costs of probate court
• ✅ Allows for multigenerational planning

Steps to Convert LLC to Trust (Applies in All States)

1. Create a Revocable Living Trust: You (the Grantor) appoint a Trustee and list yourself as initial beneficiary.
2. Draft a Trust Assignment Form: This transfers your LLC membership interest into your trust.
3. Amend the LLC Operating Agreement: Note that the trust is the new member. Keep a signed record.
4. Notify the IRS and Banks: Update EIN and bank records to reflect the trust as owner.
5. Record a Statement (optional): Some states allow a public statement of ownership change for clarity.

Documents You’ll Need

• 📄 Revocable Living Trust Template
• 📄 LLC Assignment to Trust Form
• 📄 Operating Agreement Amendment Sample
• 📄 Instructions for IRS EIN update

Final Notes

This process does not change how your LLC is taxed or operated day-to-day — it simply places ownership into your trust. For most people, it’s the ultimate form of control + protection.