Trust Funding Center
Are your assets actually inside the trust?
A trust only protects what's funded into it. Mark each asset Funded, Review Needed, or Not Funded — then download a gap report you can take to your attorney or advisor.
Why funding matters
An unfunded trust is the #1 reason families still end up in probate despite having a plan. Real estate must be retitled by deed. Bank, brokerage, and retirement accounts use account titling or beneficiary designations. Life insurance flows by beneficiary form. Business interests usually need an assignment of membership/stock. If the asset still names you personally, your trust cannot control it.
Asset funding status
No assets yet. Add some in the Asset Builder.
Funding Checklist
Nothing outstanding — every asset is marked Funded.
Funding Gap Report
Generate an AI summary, then print or save the page as PDF.