Trust Funding Instructions

What’s Included:

✔ Bank Accounts – Guidance on retitling checking, savings, and CDs in the name of your trust.
✔ Real Estate – Explanation of how to transfer homes, rental properties, and other real estate holdings via a trust transfer deed.
✔ Investment & Brokerage Accounts – Instructions on updating account titles and reviewing beneficiary designations.
✔ Retirement Accounts (401k, IRA, etc.) – Information on when to update beneficiaries vs. retitle accounts.
✔ Life Insurance & Annuities – How to name your trust as a primary or contingent beneficiary.
✔ Business Interests – Steps to transfer LLCs, corporations, and partnerships into your trust.
✔ Vehicles & Personal Property – What can and cannot be transferred into the trust and alternative planning strategies.

Why This Guide is Essential:

✅ Avoid Probate – Ensures all applicable assets are titled correctly to maximize estate planning benefits.
✅ Protect Your Estate Plan – Helps keep assets aligned with your trust to avoid unintended consequences.
✅ Clear & Concise – Provides a simple reference list rather than a complex step-by-step guide.

📥 Instant Download – Ready to Use & Fully Editable
Keep your estate plan on track—Download your Trust Funding Instructions today!