Services
Trust funding guidance
Creating a trust is an important step—but many plans fail because assets were never properly aligned with the trust. We provide practical guidance on next steps.
What “funding” means
- • Retitling certain assets into the name of the trust
- • Coordinating beneficiary designations
- • Organizing documents so your successor trustee can act
Common assets
- • Real estate (as appropriate)
- • Non-retirement bank and brokerage accounts
- • Personal property assignments (where used)
Common pitfalls
- • Signing documents but never changing titles
- • Outdated beneficiaries
- • No clear instructions for successors