Trust follow-through

Trust Funding Checklist

A trust is only useful if the right assets are reviewed and moved, retitled, assigned, or coordinated properly. This checklist helps you track trust-funding questions after trust drafting so the document, asset, review, and transfer steps stay separate.

Important: Do not transfer real estate, accounts, business interests, or beneficiary designations without appropriate legal, tax/accounting, and financial review.
Assets to review for trust funding