About Trust Funding

Trust funding is foundational to a trust plan that works. Trust funding is the process of transferring assets to the trust's control. This involves retitling an asset's legal title or changing its beneficiary designation, depending on the type of assets being transferred and the client's estate planning goals. It can complicated to complete and requires expertise in knowing how to make the transfers accurately. When you don't fund assets properly, the trust plan rarely accomplishes client's goals or works as it was intended. 

The Challenge of
Trust Funding
The Solution to
Trust Funding

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The experienced and knowledgeable team at Advanced Planning Solutions, LLC design and pioneer 
the estate planning industry's most robust and cutting-edge software systems since 1998.