A trust that isn’t funded is a trust that doesn’t work. If your assets aren’t titled in the name of your trust or designated to it, they could still end up in probate, regardless of what your trust says.
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.
What the checklist covers:
- How to retitle real estate into your trust and why a new deed must be properly recorded
- How to update checking, savings, and investment accounts, including when to change ownership vs. designate the trust as beneficiary
- Life insurance and retirement accounts, including employer-sponsored plans, most people forget
- How to transfer business interests, LLCs, and corporations using an assignment or stock power
- Other assets like notes receivable and intellectual property, often overlooked but equally important
This checklist is for Florida residents who have already created a trust and want to make sure every asset is properly titled or designated to ensure the trust actually works as intended.
Important Considerations: Before transferring assets, consult your estate planning attorney, especially if your assets are jointly owned, have spousal rights, or involve tax implications.
An unfunded trust doesn’t protect your assets. This checklist shows you exactly what needs to move — and how to do it correctly.
SJF Law Group makes estate planning easy. They are highly professional, knowledgeable and explain things in a way that can be easily understood. It was truly a pleasure to work with them and I highly recommend SJF Law Group.
~Zoe S., Estate Planning Client
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