Establishing a trust involves two key steps: creating the trust documents and then funding the trust. Funding essentially means legally linking your assets to the trust, either by changing the title of the assets to the trust’s name or by naming the trust as the beneficiary.
The Platinum Plan includes full-service trust funding, where our team handles most of the administrative work involved in transferring assets. We will prepare and record all necessary property deeds and communicate with banks and brokerages to update beneficiary designations, ensuring all applicable assets are properly titled under the trust.
In contrast, the Gold Plan offers assistance with trust funding. With this option, we will provide you with detailed, personalized instructions on how to retitle assets or designate the trust as the beneficiary. While we still take care of filing the real property deeds, you would be responsible for signing the instruction letters, completing the beneficiary forms, and submitting them to the relevant institutions.
