Putting Your DVC Membership in a Trust: Steps and What to Know
If you’re wondering, “May I put a DVC membership in a trust?”, the answer is yes. Many buyers choose to title their Disney Vacation Club membership in a trust for estate planning or asset protection, and Disney fully supports this option when the correct process is followed. Titling your DVC contract in a trust can offer flexibility for families and help with long-term planning.
Before Signing Your Purchase Agreement:
If you haven’t signed your DVC agreement yet, it’s very easy to include your trust. Log into your DVC Sales profile, visit Section A, and click “Edit Preferences.” Enter your trust’s full legal name (such as “The Johnson Family Revocable Living Trust dated March 15, 2023”) along with all trustees, then save your changes. This step ensures your contract and deed are generated correctly from the start. For further help, the Disney Vacation Club Checklist can walk you through the process.
After Signing the Agreement but Before Closing:
If you’ve already signed but have not closed, you can still update your ownership structure. Go back to “Edit Preferences” to add your trust name and trustees. Our DVC Sales team will generate an addendum, which the title company and Disney must approve. This process is straightforward and typically does not delay your closing. For questions about updating your information or reviewing contract details, visit our DVC Resale Listings or Contact page.
After Closing:
If your deed has already been recorded, transferring the membership into a trust requires a formal post-closing transfer. You’ll need to work with your title agent to prepare and record a new deed, and additional fees will apply. While still possible, this step takes more time and incurs extra costs. Learn about closing procedures at Why DVC Sales or our DVC Annual Dues page.
Trust Titling Tips:
- Use your trust’s full legal name and list all current trustees.
- Confirm with Disney’s official policy on membership titling or contact Member Services for guidance.
- Consider asset protection and estate planning benefits with your legal advisor.
If you’re unsure which step applies to your situation, or if you need expert guidance, the DVC Sales team is always available to help. Proper documentation ensures Disney approves your trust and gives you peace of mind for the future.