Adding my Disney DVC to a trust?

Benefits of Adding Your DVC Membership to a Trust

Adding your Disney Vacation Club membership to a trust is a strategic estate planning tool for both new and current DVC members. This approach not only eases inheritance but also safeguards your investment and simplifies ownership transfer for your heirs. Titling your DVC contract in a trust helps you bypass probate, centralizes management, and facilitates shared ownership among family members. If you're considering this step, DVC Sales provides expert guidance and clear instructions for trust ownership.

Setting Up a Trust for a New DVC Purchase

When purchasing through DVC Sales, you can title your new contract in your trust’s legal name. In your profile, input the full legal name of your trust, such as “The John and Jane Smith Revocable Living Trust dated March 3, 2022.” Ensure you save this information using the lock icon. This ensures the contract and deed are accurately prepared, reflecting the trust as the owner at closing.

In the contract's main fields (Section A), continue to list your names alongside the trust to assist Disney in correctly matching your membership. This dual listing helps avoid processing delays or account linking issues. Once finalized, your new deed will clearly display your trust as the official owner, simplifying management and estate planning.

Why Choose Trust Ownership for Your DVC?

Here are key reasons to use a trust for your Disney Vacation Club contract:

• Estate Planning: Trust ownership allows you to bypass the complications of probate court, easing the inheritance process for your beneficiaries.
• Family Flexibility: Trusts enable shared or multi-generational ownership, allowing multiple family members to manage and use points together.
• Continuity: Your DVC membership remains unified under a single membership number, even as your family or estate plan evolves.
• Disney’s Policy: Disney Vacation Club supports trust ownership when the correct paperwork is filed at the time of purchase, offering you the flexibility to plan with peace of mind.

Retitling Your Existing DVC Membership to a Trust

If you're already a DVC member and your contract isn't currently held in a trust, the retitling process is straightforward. Contact the title company partnered with DVC Sales to initiate the transfer. Their experienced team will guide you through updating your deed and membership, ensuring compliance with Disney and state regulations.

Retitling is particularly beneficial if you want all future contracts, across multiple Disney Vacation Club resorts like Animal Kingdom Villas or Aulani, to be held under one trust. This approach maintains unified ownership and simplifies DVC management.

What to Expect When Using a Trust

Consider these important points when holding your DVC contract in a trust:

• Disney may require the trustee’s identity verification for security reasons.
• Access to Member Services may be limited to individuals named in the trust.
• These requirements are standard practice and won't affect your rights to book vacations, manage points, or access benefits.

Expert Guidance for a Seamless Process

Whether setting up a trust for the first time or integrating DVC into your broader estate plan, the team at DVC Sales and their trusted partners are ready to assist. From the initial contract through closing and retitling, you'll receive step-by-step support. For questions about point allocation, Use Year, or linking your deed, use the Disney Vacation Club checklist or reach out for personalized advice.

Discover more about DVC resorts, compare current resale listings, or explore the benefits of trust ownership at DVC Sales.