You signed the legal documents—now we deliver the guided service that ensures your trust actually works. We close the gap between your lawyer's binder and a fully funded, functioning estate plan.
Stop the Failure: The 7-Day Action Plan to Fund Your Trust
We inventory your assets and create a prioritized roadmap of what must transfer to your trust. Every account, property, and asset gets evaluated for transfer priority.
Pre-written letters and forms for banks, brokers, and title companies—just sign and send. We provide the exact language to request retitling and beneficiary updates.
Bi-weekly calls to troubleshoot institutional roadblocks and verify retitling. We keep you on track until every asset is properly titled in your trust name.
A completion certificate proving your trust is funded and your family is protected. Documentation that the administrative work is complete and your plan functions as designed.
As a Founding Member, you get free access to the Heirloom digital vault forever—no subscriptions, no ongoing fees. Store all your estate documents, track asset transfers, and maintain your trust funding status for life.
We start immediately with your personalized funding blueprint. Within the first week, you'll have your complete asset inventory, institutional templates, and prioritized action plan to begin funding your trust.
A signed trust document without transferred assets means your estate may still face probate, expose assets to creditors, and force your family into the exact court process you paid to avoid. For $599, we ensure the administrative work is complete and your plan functions as designed.
Every account and property that needs retitling to avoid probate
That's our starting point. We'll help you inventory every account, property, and asset during the assessment call. Then we'll prioritize which transfers are most critical to complete first based on value and probate risk.
Most trust funding doesn't require attorney involvement—banks and title companies handle the mechanics. However, we'll flag any complex situations (like business interests or out-of-state property) where consulting your attorney makes sense.
You'll have your transfer templates and tracker to handle new assets yourself. Plus, you'll receive lifetime access to our upcoming software platform that will automate tracking and remind you when new assets need trust assignment.
If you hire an attorney to manage trust funding, expect $150-350/hour for 10-20 hours of work ($1,500-$7,000). Our $599 flat-fee service guides you through the same process yourself with templates and expert support.
For $599, complete the critical funding work and ensure your trust actually protects your family when they need it.
Fund Your Trust NowHave questions? Contact us