When your client's estate plan includes a revocable living trust, ownership of assets must be transferred to the trust. Transferring ownership from your client as an individual to your client as trustee of their trust is referred to as "funding the trust".
Changing ownership occurs on an asset-by-asset basis, one asset at a time.
The funding documents you need to complete with your client are found in each client's estate-planning binder under the Red Tabs.
To help you assist your client with the funding of their trust we have provided detailed instructions on how to complete and execute the most common funding documents.
Download our comprehensive guide for specific assets here...