Properly Funding Your Living Trust

So many people set up trusts but then fail to get their assets properly “IN” to the trust. Sure you got some nice some forms from a website or a paralegal sold you some documents cheap. Or maybe even a lawyer provided a faux leather binder full of important looking documents. However, estate planning is a lot more than just signing a revocable or “living” trust, wills, powers of attorney for finance, powers of attorney for health care, HIPPA releases, certified extract of trusts and even deeds to your house.

The true key to a trust is FUNDING THAT TRUST PROPERLY. That’s right the key word is FUNDING!

Sadly the vast majority of people and companies who are providing trust forms are doing just that; providing forms.  In many cases the forms are inadequate or even flat out wrong. In others they are simply forms without proper asset funding. In any of these cases a costly trip to the probate Court is likely after death.

It’s an important to work with a California licensed attorney who focuses their practice on estate planning law. An attorney who has a focused practice will know how to properly get the assets into the trust.   I have shown my dedication by taking a second bar exam and passing a rigorous background check on my knowledge; I thus can call myself a Certified Specialist in Estate Planning, Trust and Probate Law as has been determined by the State Bar of California Board of Legal Specialization.

In the coming days I will be posting information to help you transfer California real estate, out of state real estate, timeshares, bank accounts, stock accounts, partnership interests, LLC interests, corporation interests, joint venture interests, royalties, intellectual property, and the list goes on and on. Check back for more information soon!

For more immediate information visit our home page at or contact me directly.


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