STEP 1
DISCOVER
Know What You Have
Before we can review how your trust is funded, we first need a clear picture of what you own and how it is currently held.
At this stage, your job is not to decide. Your job is to identify.
Do not change ownership, beneficiaries, or account registrations yet. For now, simply gather the information and build your inventory.
BEFORE YOU BEGIN
WHAT TO GATHER
- Recent bank and investment account statements
- Retirement account statements
- Life insurance information
- Current deeds or property records
- Information about any business ownership interests
- Information about other significant assets you own
Don't worry if you don't have everything.
Start with what you have. You can come back and add information as you find it.
YOUR WORKING TOOL
MASTER ASSET INVENTORY™
Build Your Master Asset Inventory™
Use your Master Asset Inventory™ to create one organized picture of the assets and accounts that may need to be reviewed during the Trust Funding Assistance process.
Your Master Asset Inventory™ will help you record:
- Asset / Account
- Institution / Record Keeper
- Last 4 Digits
- Current Owner
- Beneficiary?
- Notes
- DISCOVER Complete?
- My Next Step