TrustFunding Resources
Guides for Estate Planning Firms
In-depth reference guides on trust funding, asset transfers, and the operational work that turns a signed trust document into a completed estate plan.
- how-to
How to Fund a Revocable Trust: A Step-by-Step Guide for Estate Planning Firms
A practical walkthrough of how to fund a revocable trust — real property deeds, account retitling, beneficiary designations, and building a repeatable process your staff can follow.
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- how-to
How to Fund a Trust: A Complete Guide for Estate Planning Firms
A step-by-step guide to trust funding for estate planning attorneys and paralegals, covering every asset type, institution-specific requirements, and the documentation you need to close files cleanly.
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- how-to
How to Retitle Bank and Brokerage Accounts into a Living Trust
A step-by-step guide for estate planning firms: the documents you need, the exact process at banks and brokerages, and the common errors that stall account retitling.
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- trust-type
Revocable Living Trusts: Definition, Funding Steps, and Common Mistakes
A plain-English guide to revocable living trust funding: what funding actually means, how to retitle the major asset types, and the mistakes that break plans.
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- explainer
What Happens If a Trust Is Not Funded?
If a trust is never funded, it controls nothing and the estate still goes through probate. Here is what actually happens, why it puts the drafting firm at risk, and how to fix it.
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