Revocable Living Trust Funding Guide Tool
Revocable Living Trust Funding Guide & Checklist Tool
This tool helps you organize the assets you want to move into your revocable living trust, track progress, identify documents needed, and create a binder-ready funding checklist for your records and successor trustee.
Read This First
Before using this tool, read our article on Funding Your Revocable Living Trust . That guide explains the why and how of trust funding, including real estate transfers, business interests, account retitling, retirement account exceptions, and personal property planning.
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Add an Asset to Your Funding Plan
Estate Binder & Review Notes
Important Reminder
Funding a trust is often a multi-step process. Real estate may require a deed and county recording. Financial institutions may require their own forms. LLC interests and corporate shares may require assignments, internal approvals, and record updates. Retirement accounts are generally handled through beneficiary designations rather than retitling.