Stop Selling Homework.
Deliver a Completed Plan.
TrustFunding is the specialist partner for elite firms who refuse to leave legacies to chance. We bridge the Malpractice Gap by handling the complex asset transfers, 45-minute bank holds, and deed filings that your staff shouldn't have to.
What is Trust Funding?
Trust funding is the process of transferring a client's assets—bank accounts, investments, real estate—into a revocable living trust so the trust document controls those assets. TrustFunding is a third-party service that performs this work for estate planning law firms, handling coordination with banks and counties so attorneys can close files without lingering liability or in-house admin burden.
Most firms treat trust funding as an afterthought because they lack the manpower. We provide the infrastructure to turn trust funding from a headache into your firm's competitive advantage—handling bank calls, deeds, and paperwork directly with your clients while you stay in the loop with real-time status updates.
Specialist Funding Infrastructure
Your Firm, Fully Funded.
Zero Administrative Drag.
Transform your funding process from a loose end into a Verified Profit Center. Your team stops chasing banks and starts scaling the firm, while your clients receive the "Completed Plan" they actually paid for.
Verified Malpractice Shield
You eliminate the "Malpractice Gap" with a full audit trail of every asset transfer. Every file stays closed because every asset is verified—protecting your firm from future liability.
Wholesale Profit Capture
You turn a cost center into a high-margin revenue stream. By paying a wholesale rate and billing a retail "Peace of Mind" fee, your firm captures profit with zero additional labor.
Instant Operational Relief
Your staff stops sitting on 45-minute bank holds. You reallocate your high-value paralegals to revenue-generating drafting while the "NIGO" rejections are handled for you.
Elite Brand Positioning
You deliver a "Disney" experience that your competitors can’t match. While they hand out homework, you provide a finished legacy, driving higher referral rates and client loyalty.
Institutional Intelligence
You gain immediate access to the requirements of 5,000+ financial institutions. Your transfers move faster because the signature and documentation hurdles are cleared before they start.
Seamless Firm Extension
You maintain total control of the client experience. As a specialized extension of your desk, every interaction happens under your banner, making your firm look like the hero.
Ready to bridge the Malpractice Gap?
Secure a Partner Consultation to discuss integrating our funding protocol into your firm's workflow.
The Malpractice Gap
The malpractice gap is the risk that an estate plan is considered incomplete or negligent if assets are never moved into the trust. An unfunded trust leaves the client exposed and can create liability for the drafting attorney. TrustFunding eliminates this gap by verifying and completing every asset transfer, so firms can close files with zero lingering risk.
We verify every asset transfer and provide confirmation documentation. You close the file knowing the trust is fully funded—no follow-up calls, no missed accounts, and no exposure to malpractice claims stemming from unfunded trusts.
The Specialist Protocol
Your Extension. Not a Vendor.
Our protocol is designed to provide Administrative Certainty. We handle the high-friction bank coordination while keeping your firm in the loop at every milestone.
Seamless Integration
You provide a joint intro and the Asset Inventory via our secure vault. Your firm maintains total control while we step in as your specialized 'Funding Department.'
Institutional Logic Check
Your clients meet with us to review complex assets. We cross-reference every account against our database of 5,000+ bank-specific requirements to prevent NIGO rejections.
Real-Time Audit Trail
You gain 24/7 visibility into the transfer status. No 'Black Box'—you receive automated alerts the moment a bank acknowledges or queries a filing.
Legacy Verification
You receive the final 'Verified Funding Report' proving every asset has moved. We handle the 45-minute hold times; your firm gets the credit for a completed plan.
Wholesale Fee Schedule
Simple Pricing for Complex Work
We offer a simple flat rate for financial assets. These are wholesale prices—bill your client at retail and keep the margin.
Financial Funding
Volume & Speed
The simplest way to clear your backlog. We handle the forms and follow-up for every account.
Wholesale rate; you set retail.
- Bank Accounts & CDs
- Brokerage & Investment Accounts
- Life Insurance Beneficiaries
- Retirement Account Updates
- Wholesale Rate (You Mark It Up)
Deed Transfers
50-State Coverage
We navigate the specific recording fees, taxes, and formatting rules for all 3,143 counties.
* Plus county recording fees. Price varies by state (e.g. NY, HI).
- Professional Deed Preparation
- County Recording Coordination
- State-Specific Tax Forms
- Correction of Legal Descriptions
- Pass-Through Recording Fees
Note on Deed Fees: The $549 fee covers the preparation and service. County recording fees and transfer taxes are billed as pass-through costs. Some jurisdictions (NY, HI, Chicago) have higher base service fees due to complexity. View Full Rate Sheet.
The ROI of Outsourcing
Most firms charge between $1,500 to $2,500 for funding services.
See your profit potential when you let us handle the work.
Avg Vendor Cost
~$800 / file
(Based on typical asset mix)
Your Avg Fee
$2,000 / file
(Standard Market Rate)
Net Profit
+$1,200
Per Client
| Monthly Volume | Annual Profit (Upside) |
|---|---|
| 5 Clients / mo | +$72,000 / yr |
| 10 Clients / mo | +$144,000 / yr |
| 25 Clients / mo | +$360,000 / yr |
Common Questions from Partners
Partner with TrustFunding
Stop selling homework. Fill out the form below to schedule a partner consultation and see exactly how much revenue you are leaving on the table.