Your Trust Is Only as Good
as Its Funding
We Verify Every Asset
Most trusts are never properly funded. The #1 reason trusts fail isn't bad drafting — it's that assets are never retitled into the trust.
Why Most Trusts Fail
An attorney creates your trust documents. You sign them. The attorney's job is done.
But here's what nobody tells you: signing a trust doesn't fund it. Your house, bank accounts, and brokerage accounts are still titled in your name — not your trust's name. If you pass tomorrow, those assets still go through Arizona probate.
The document exists. The funding doesn't. And your family pays the price.
What “Retitling” Actually Means
Your Home
Before (at risk)
"John and Jane Smith"
After (protected)
"John Smith and Jane Smith, as Trustees of the Smith Revocable Living Trust"
A new deed is filed with your county recorder. This is the most important retitling — and the one most often skipped.
Bank Accounts
Before (at risk)
"John Smith"
After (protected)
"John Smith, Trustee of the Smith Trust"
Your bank updates the account title or adds the trust as owner. We provide institution-specific instructions.
Brokerage / Investment Accounts
Before (at risk)
"Jane Smith — Individual Account"
After (protected)
"Jane Smith — Smith Family Trust Account"
Your financial institution retitles the account or adds the trust as beneficiary.
Business Interests / LLC
Before (at risk)
"John Smith, Member"
After (protected)
"Smith Revocable Living Trust, Member"
An assignment document transfers membership interest into the trust. We coordinate the paperwork.
Beneficiary Designations — Separate from Your Trust
Retirement accounts (401k, IRA) and life insurance don't pass through your will or trust automatically — they pass through beneficiary designation forms filed directly with your employer or insurance company.
These must be updated separately. An outdated beneficiary designation — an ex-spouse, a deceased parent — overrides your will and trust entirely, regardless of what your documents say.
We update every beneficiary designation as part of our funding verification process. Nothing falls through the cracks.
Our Verification Process
Asset-by-asset checklist
Built from your intake — every account, property, and policy is listed and tracked.
Institution-specific instructions
We provide exact instructions for each bank, brokerage, and employer — not generic guides.
Proof collection
You complete the retitling; we collect documented proof: recorded deed, account statement, beneficiary confirmation form.
Funding verification report
We issue a written report confirming every asset is properly funded. Your trust is verified complete.
What “Verified” Means
Why Competitors Don't Do This
Traditional attorneys
Retitling takes time and coordination that isn't billable in a flat-fee arrangement. Most stop at document delivery and consider the engagement complete.
DIY platforms (LegalZoom, Trust & Will)
No retitling support at all. You receive documents and a generic guide. What you do with them is entirely your responsibility.
tryestateplanning.ai
We own the execution. Your plan isn't done until it's funded, verified, and documented. This is our promise — and our differentiator.