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.
Read guide
- 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.
Read guide
- 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.
Read guide
- 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.
Read guide