TrustFunding Blog
Insights for Estate Planning Law Firms
Practical guidance on funding client trusts, deed transfers, account retitling, and the operational side of running a modern estate planning practice.
- news
Estate Planning News Roundup: May 2026 — What Law Firms Need to Know Right Now
Five estate planning news developments reshaping client conversations in May 2026 — the $15M federal exemption, formula clause traps, state tax shifts, and rising trust funding volume.
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- case-study
What Actually Happens After You Sign Off on a Blended Family Trust Plan
Attorneys hand off the file and move on. Here's what the paralegal inherits—and what it actually costs the firm when no one tracks the hours.
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