Funding Toolkit
Information and tools to help you fully and completely fund your revocable living trust.
Many of our clients have asked us to put together step-by-step instructions for funding their trust (i.e., putting their stuff into the box). After all, if you do not fully fund your trust, then you may not realize all of the benefits of having the trust in the first place. We want you and your heirs to realize all of the benefits possible through the use of your fully funded living trust.
Before You Start
Don't do anything toward funding your trust until you review this information.
Click the button to download the instructions to follow before you start anything else.
Download Instructions for Before You Start (pdf)Step 1: Asset Spreadsheet
The first step in fully and completely funding your trust is to get organized and make sure you know exactly what you have to do.
Click the button to download the instructions for Step 1.
Download Instructions for Step 1: Asset Spreadsheet (pdf)Step 2: Bank accounts
Click the button to download the instructions for Step 2.
Download Instructions for Step 2: Bank Accounts (pdf)Step 3: Brokerage accounts
Click the button to download the instructions for Step 3.
Download Instructions for Step 3: Brokerage Accounts (pdf)Step 4: Life insurance
Click the button to download the instructions for Step 4.
Download Instructions for Step 4: Life Insurance (pdf)Step 5: Retirement accounts
Click the button to download the instructions for Step 5.
Download Instructions for Step 5: Retirement Accounts (pdf)Step 6: Real property
Click the button to download the instructions for Step 6.
Download Instructions for Step 6: Real Property (pdf)Step 7: Personal property
Click the button to download the instructions for Step 7.
Download Instructions for Step 7: Personal Property (pdf)Step 8: Other considerations
Some people have special circumstances to consider. This includes when you own one or more businesses or rental properties, or if you have unique circumstances or challenging family dynamics that need to be addressed.
Click the button to download the instructions to follow when there are other considerations applicable to your situation.
Download Instructions for Other Considerations (pdf)Wrapping Up & Maintenance
Once you've gone through all the steps that apply to you and your situation, you still have to remember to do certain things as time goes on.
Click the button to download the instructions to follow once your initial funding is complete.
Download Instructions for Wrapping Up & Maintenance (pdf)