Benefits of Adding Your DVC Membership to a Trust
Adding your Disney Vacation Club membership to a trust is a powerful estate planning strategy for both new and existing DVC owners. This process not only streamlines inheritance but also protects your investment and simplifies ownership transfer for your heirs. By titling your DVC contract in a trust, you can avoid probate, centralize management, and make shared ownership among family members much easier. If you’re navigating this step, DVC Sales offers expert guidance and clear instructions for trust ownership.
Setting Up a Trust for a New DVC Purchase
When buying through DVC Sales, you’ll have the opportunity to title your new contract in your trust’s legal name. In your profile, enter the full legal name of your trust, such as “The John and Jane Smith Revocable Living Trust dated March 3, 2022.” Make sure to save this information using the lock icon. This ensures the contract and deed are prepared accurately, reflecting the trust as the owner at closing.
Within the contract’s main fields (Section A), continue to list your names alongside the trust to help Disney properly match your membership. This dual listing helps avoid any delays in processing or account linking. Once the sale is finalized, your new deed will clearly show your trust as the official owner, making management and estate planning much simpler.
Why Choose Trust Ownership for Your DVC?
There are several compelling reasons to use a trust for your Disney Vacation Club contract:
- Estate Planning: Trust ownership allows you to avoid the complications of probate court, streamlining the inheritance process for your beneficiaries.
- Family Flexibility: Trusts enable shared or multi-generational ownership, letting multiple family members 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. This gives 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 process to retitle 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 everything complies with Disney and state regulations.
Retitling is especially useful if you want all future contracts, across multiple Disney Vacation Club resorts, such as 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
There are a few important considerations 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 the individuals named in the trust.
- These requirements are standard practice and don’t affect your rights to book vacations, manage points, or access benefits.
Expert Guidance for a Seamless Process
Whether you’re 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 available to help. From the initial contract through closing and retitling, you’ll receive step-by-step support. If you have questions about point allocation, Use Year, or linking your deed, use the Disney Vacation Club checklist or reach out for personalized advice.
Learn more about DVC resorts, compare current resale listings, or explore the benefits of trust ownership at DVC Sales.