Is Your Trust Actually Funded?

Download the Free Happy Lawyer Trust Funding Checkup

You created your trust. You signed the documents. You put the binder somewhere safe.

But does your trust actually own what you think it owns?

Over the years, it is easy for your estate plan and your financial life to drift apart. You open a new bank account, change financial advisors, refinance your house, inherit money, buy property, or start a business. Before you know it, you may own assets that were never coordinated with the trust you so carefully created.

The Happy Lawyer Trust Funding Checkup gives you a simple way to take a fresh look at your estate plan.

Grab Your Trust Binder and Let's Take a Look

This free guide will walk you through your:

  • Real estate

  • Bank accounts

  • Non-retirement investments

  • Business interests

  • Vehicles, boats, and other titled property

  • Valuable personal property

  • Retirement accounts and beneficiary designations

  • Assets you've acquired since creating your trust

You'll also get a simple Green / Yellow / Red Trust Funding Dashboard so you can see what looks good, what you're not sure about, and what may need a conversation with your estate planning attorney.

You Don't Need to Know the Answers

That's the whole point of the checkup.

You don't need to know whether your boat belongs in your trust or whether your trust should be the beneficiary of your IRA. In fact, please don't start changing titles or beneficiary designations based on something you read on the internet.

This guide helps you figure out the much more important first question:

What do I own, and has each asset actually been considered as part of my estate plan?

Your Life Has Changed. Has Your Trust Kept Up?

If it has been a few years since you created your trust—or you've experienced a significant financial or family change—this is a great place to start.

Download your free Happy Lawyer Trust Funding Checkup and see how well your trust matches your life today.

This guide is for general educational purposes and does not constitute legal or tax advice. Do not change ownership or beneficiary designations without consulting the appropriate legal, tax, and financial professionals.