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Trust Funding & Asset Management
How to transfer real estate, bank accounts, and investments into your trust.
2 Guides
The Trust Funding Checklist: How to Actually Transfer Your Assets
A trust that isn't funded won't avoid probate. This asset-by-asset checklist walks you through transferring real estate, bank accounts, investments, and more into your trust.
Read guide →How to Add a New Home, Account, or Asset to Your Existing Trust
Step-by-step instructions for adding newly acquired assets to your trust — real estate, bank accounts, investments, vehicles, and more.
Read guide →Ready to put this into practice?
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