Funding Your Trust

Have you spent time and money to create a trust, but not transferred your assets to it?

Were you overwhelmed after completing your trust and didn’t follow through with the next steps required to fund it?

This workshop is just for you, and it’s FREE! Join us on January 16, 2020 from 12 noon til 1:00pm. Bring your questions. We are here to help.

______________

What does “funding” a living trust mean?

After you have signed your living trust document, the next step is to change titles from your individual name to the trustee of your trust. This is called funding your trust.

This step is probably the most important part of having a living trust and helps to avoid the probate process. If you have signed your documents but haven’t changed titles, you’ve simply wasted your money.  You may have a well-written trust with well-thought-out instructions, but until you transfer your assets to it, your trust doesn’t control anything.