Funding Your Trust and Avoiding DIY Traps

A living trust only works if your assets are actually in it. This is the step people skip, and it is why trusts fail: the house was never retitled, the accounts were never moved, so probate happens anyway. Funding is not complicated, but it has to be done and then kept current as your assets change. These guides cover what funding a trust means, what to move and what to leave out, how to change or revoke a trust later, and why the DIY and online-form trusts so often miss this step entirely. If you are not sure whether your trust is funded, talk to Eric.

Funding your trust

Changing and fixing a trust

Getting it done right

More guides

Want a straight read on where you stand?

No sales pitch, no jargon. Just a plain answer about your situation.

Talk to Eric

Want a straight read on where you stand?

Talk to Eric. A free 30-minute call, no pitch. He’ll tell you where you’re exposed, what it would cost to fix, and what you can skip.

Talk to Eric