funding FAQ

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.  This includes, but is not limited to, the following assets:

  • Bank accounts, credit union accounts, and safe deposit boxes

  • Vehicles (any vehicle with a title)

  • Real estate (home, land, other real estate)

  • Investments (CD's, stocks, bonds, mutual funds)

  • Notes payable to you (money owed to you)

  • Business interests and intellectual property

  • Oil, gas, and mineral rights, foreign assets

  • Personal property, such as office equipment

  • Untitled property, such as jewelry, antiques, and household items cannot be titled, and will need to be listed within the trust document itself

You will also change most beneficiary designations to your trust.  This includes, but is not limited to, the following accounts that are payable through beneficiary:

  • Life Insurance

Visit the FORMS PAGE in our Resource Center for further information, and available form downloads.

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