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Home | Buy Estate Planning – Thank You – Funding2

Funding Your Trust

What is funding
my trust?

Funding your trust is the process of transferring your assets from you to your trust.

To do this, you physically change the titles of your assets from your individual name (or joint names, if married) to the name of your trust.

You will also change most beneficiary designations to your trust.

Why is
funding
so important?

If you have signed your living trust document but haven’t changed titles and beneficiary designations, you will not avoid probate.

Your living trust can only control the assets you put into it. You may have a great trust, but until you fund it (transfer your assets to it by changing titles), it doesn’t control anything.

If your goal in having a living trust is to avoid probate at death and court intervention at incapacity, then you must fund it now, while you are able to do so. 

How difficult is the funding process?

It’s not difficult, but it will take some time. Because living trusts are now so widely used, you should meet with little or no resistance when transferring your assets.

Top 4 items to put into a Trust
1. Transfer Entities
2. Transfer Real Property
3. Life Insurance
4. Financial Accounts (Checking,401k,Retirement)

Watch this video!

Frequently Asked Questions

When do I start the funding process?

○ When your Estate Plan has been signed and notarized by a public notary.

Do you need a copy of a signed Estate Plan documents?

○ Yes, we need a copy of the signed notarized pages of the Estate Plan.

How do I get a copy of my Deed?

○ Closing documents or contact the county for a copy.

Do I put cash in the trust?

○ No, you will transfer entities,real property,financial accounts.

What address do I use?

○ Tax mailing address (should be checked often).

Can I email notarized copies?

○ No, we must have the original copy(s) before submitting for recording.

Are recorded property transfers public?

○ Yes, all recordings are public on the county websites.

Still Have Questions?

Call our Funding / Deeds Department
(888)-801-0010 Ext 2012

Or

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