About Trust Funding

Trust funding is essential to a trust that works. Trust funding is the process of transferring assets to the living trust. 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. Trust funding can be complicated to complete and requires expertise in knowing how to make the transfers accurately. Without funding assets to the client's trust, the trust is not able to accomplish client's goals effectively or work as designed. 

The Challenge of
Trust Funding
The Solution to
Trust Funding

© 2020

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.