Trust Funding & Asset Management
How to transfer real estate, bank accounts, and investments into your trust.
4 Guides
How do I fund a living trust?
Fund a living trust by moving ownership of your house and chosen accounts into it. Use this checklist to track transfers, beneficiary forms, and proof each step is done.
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 →How to Put Your House in a Trust in Alabama
Put the deed to your Alabama house in your revocable trust: deed wording, signing, county recording, deed tax, homestead, mortgage, and insurance checks.
Read guide →How to Put Your Bank Account in Your Trust
You can retitle your bank account in your trust's name or name the trust as payable-on-death (POD) beneficiary. Ask your attorney which way your plan uses.
Read guide →Ready to put this into practice?
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