Trust Funding Assistance Workbook

Trust Funding Assistance Workbook

A practical, step-by-step workbook designed to help you understand and organize the process of funding your revocable living trust. Learn which assets may need ownership transfers or beneficiary updates, while keeping important information organized in one place.

Includes helpful guidance, worksheets, checklists, and planning pages for real estate, banking, investments, business interests, insurance, retirement accounts, personal property, and more.

Protect your assets. Organize your plan. Strengthen your legacy—one asset at a time.