You’ve taken the crucial step of creating a trust—now it’s time to fund it properly to ensure your assets are protected and seamlessly passed to your loved ones.
Our free ‘How to Fund Your Trust’ checklist provides a comprehensive guide to transferring various assets into your trust, helping you avoid probate and ensure your estate plan works as intended.
With this easy-to-follow checklist, you’ll learn how to:
✔ Retitle real estate and financial accounts
✔ Update beneficiary designations
✔ Transfer business interests and other key assets
Important Considerations: Before transferring assets, consult your estate planning attorney, especially if your assets are jointly owned, have spousal rights, or involve tax implications.
Take control of your legacy today! Download your free checklist to ensure your trust is properly funded and your estate plan is complete.
Disclaimer: This checklist is for informational purposes only and does not constitute legal advice. Every estate plan is unique, and funding your trust should be done in consultation with an experienced estate planning attorney.