What funding means
Funding is moving ownership of your assets into your trust, or naming the trust as beneficiary where that makes sense. If an asset is left in your own name, your family may still need probate to reach it.
What we do
- Prepare the deed that transfers your real estate into the trust
- Prepare letters to your banks and brokerages with the instructions they need
- Review your beneficiary designations for retirement accounts and life insurance
- Check the work with you, so nothing is missed
Your asset booklet
Funding starts with your asset booklet, which you receive at Intake. Please return it at least 24 business hours before your Asset Meeting. A late booklet can delay your plan by 30 days or more.