Properly funding a living trust is critical to ensuring your estate plan works as intended. This checklist walks through how to transfer key assets like real estate, bank accounts, and investments into your trust, avoid common mistakes, and help minimize the risk of probate disrupting your plan. By following these steps and reviewing beneficiary designations, you can make sure your trust holds the assets it’s meant to protect.

Properly funding a living trust is critical to ensuring your estate plan works as intended. This checklist walks through how to transfer key assets like real estate, bank accounts, and investments into your trust, avoid common mistakes, and help minimize the risk of probate disrupting your plan. By following these steps and reviewing beneficiary designations, you can make sure your trust holds the assets it’s meant to protect.

Properly funding a living trust is critical to ensuring your estate plan works as intended. This checklist walks through how to transfer key assets like real estate, bank accounts, and investments into your trust, avoid common mistakes, and help minimize the risk of probate disrupting your plan. By following these steps and reviewing beneficiary designations, you can make sure your trust holds the assets it’s meant to protect.