About TrustFunding
Built by a Planner,
for Planners
TrustFunding was born out of a problem every estate planning attorney knows all too well — and one lawyer's refusal to let it stay unsolved.
An Unfunded Trust Is Worthless
Michael Rutkowski is an estate planning attorney — and he felt the pain firsthand. He watched clients leave with beautifully drafted trusts that never got funded. Accounts left untransferred. Deeds never recorded. All that careful planning, undone by the tedious, time-consuming back-and-forth of actually moving assets.
Every estate planner knows the stakes. An unfunded trust doesn't protect anyone. It doesn't avoid probate. It doesn't do what you promised your client it would do. But between drafting, client meetings, and everything else on a paralegal's plate, funding kept getting pushed to the back burner — or falling through the cracks entirely.
He's Just Wired This Way
Michael doesn't just plan estates. He plans everything. He's the person who mapped out a recruiting strategy to get his daughters in front of the right volleyball scouts. He's the person who has a system for what's for dinner. When something isn't working, he doesn't just complain about it — he builds a process to fix it.
So when trust funding kept breaking down — in his own firm and in conversations with colleagues across the country — Michael did what Michael does: he got to work.
Systems. A Team. A Way Out.
Michael built the playbook from scratch — every workflow, every checklist, every bank escalation path. He assembled a dedicated team around those systems and took the entire funding process off his paralegals' plates. The result was a firm that could close files faster, eliminate lingering liability, and actually deliver on the promise of a funded trust.
It worked so well that other firms started asking how they could do the same thing. That's when TrustFunding became something more than an internal operation — it became a service.
Outsource Without Losing Your Margin
As a business owner, Michael understood one hard truth: the moment you outsource something, your margins take a hit. He refused to build a solution that solved one problem by creating another. So he structured TrustFunding on a wholesale model — you charge your clients a retail rate, you pay us a wholesale rate, and you keep the spread as pure profit.
You don't lift a finger on funding. Your clients get a fully funded trust. And your bottom line stays intact — or gets better. That's not a sales pitch. It's just how the math works.
What We Stand For
The principles behind every trust we fund.
Completion Is the Standard
A trust that isn't funded isn't a trust. We don't consider a file closed until every asset is where it needs to be.
Process Over Heroics
We built systems so results don't depend on any single person's memory or hustle. Consistency is built in.
Your Margins Matter
We structured this so you make money. Not just save time — actually generate revenue from something that used to cost you.
Ready to See How It Works for Your Firm?
Book a partner meeting and we'll walk you through the process, the pricing, and exactly how much you could be making — or saving — by letting us handle funding.