YOU ALREADY HAVE A LIVING TRUST
But do you know if it’s funded?
Not “think.” Know.
Your trust may be completely in order.
But if you’re like many people we’ve talked with, you may not be completely sure what happened after the documents were signed.
Maybe your attorney gave you funding instructions.
Maybe some assets were handled and others were not.
Maybe you’ve opened new accounts or purchased property since the trust was created.
There’s a simple way to find out.
START WITH A TRUST FUNDING REVIEW™
WHAT WE’LL LOOK AT
During your Trust Funding Review™, we’ll help you look at:
- The assets you own today
- How those assets are currently titled or designated
- What appears to have already been addressed
- What has actually been verified
- What, if anything, may deserve further attention
NO ASSUMPTIONS. NO SCARE TACTICS.
We are not going to tell you your trust is unfunded before we know that.
The purpose of the Review is simply to help you understand where things stand today.
HOW CONFIDENT ARE YOU?
Which statement sounds most like you?
- I recently reviewed everything and I’m confident it’s handled.
- I think everything was taken care of when my trust was created.
- I’m not completely sure.
- I know there are things I never finished.
- My life and assets have changed since the trust was created.
If you answered anything other than “I recently reviewed everything and I’m confident it’s handled,” a Trust Funding Review may be worth your time.
WHAT HAPPENS NEXT?
1. We review where things stand.
We identify what you own and what information is available.
2. We determine whether anything may need attention.
We do not guess or manufacture problems.
3. You decide what level of help you want.
If everything appears to be in order, great. If something needs attention, we’ll explain the available next steps.
IF YOU NEED HELP, YOU HAVE OPTIONS
Self-Directed Trust Funding Assistance™
For families who want the system and tools to work through the process themselves.
Guided Trust Funding Assistance™
For families who want Claim My Legacy helping them through the funding process.
Comprehensive Trust Funding Assistance™
For more involved situations, including multiple properties, states, institutions, business interests, or other administrative complexity.
I would not put prices on this landing page yet. The Review should come first.
READY TO FIND OUT WHERE THINGS STAND?
REQUEST YOUR TRUST FUNDING REVIEW™
Already a Claim My Legacy trust client?
Trust Funding Assistance is included with your Claim My Legacy estate plan.
Claim My Legacy provides administrative trust funding assistance and education. We do not independently make legal, tax, investment, financial, or insurance decisions for clients. Appropriate professional guidance may be required.