Welcome to Your Trust Funding Digital Toolkit™
This toolkit is designed to help you work through the practical steps of trust funding in an organized, manageable way.
Use it alongside the Claim My Legacy Trust Funding System™ as you move through:
DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE
Before You Begin
OPEN → SAVE AS → PERSONALIZE
Always keep the original master file unchanged. Save a working copy before entering your own information.
WATCH FIRST
Start Here Video
Before beginning, watch this short welcome. I’ll explain how the Trust Funding Assistance System works and show you exactly where to start.
Your Digital Toolkit
The Trust Funding Digital Toolkit™ is organized to follow the same process as the Trust Funding System™. Work through each section in order, and use the supporting tools as needed.
00 - START HERE
Quick Start Guide
Trust Funding Quick Start Video / Shortcut
Master Trust Funding Dashboard™
01 - DISCOVER
Editable Discovery Tools
02 - REVIEW
Editable Review Tools
03 - REQUEST
Institution Requirements Tracker™
Communication Trackers
04 - SUBMIT
Submission Tools
Follow-Up Tools
05 - VERIFY
Verification Tools
07 - REAL ESTATE
National Real Estate Tools
State Supplements, when applicable
08 - TRUST FUNDING REVIEW REPORT
Editable Trust Funding Review Report™
Completion Tools
09 - MY WORKING FILES
Create one folder for each active asset.
Keep one working folder for each asset so you can see exactly what has been requested, what is in progress, what has been submitted, and what has been verified.
Inside each asset folder:
01 - REQUIREMENTS
02 - WORKING
03 - SUBMITTED
04 - VERIFIED
06 - CORRESPONDENCE LIBRARY
Which Letter Do I Use?™ Letters 01–35
06 Group A - Discovery & Information
Letters 01–05
06 Group B - Forms & Documents
Letters 06–10
06 Group C - Trust & Ownership
Letters 11–15
06 Group D - Beneficiary Requests
Letters 16–20
06 Group E - Real Estate & Business
Letters 21–25
06 Group F - Follow-Up & Problem Resolution
Letters 26–30
06 Group G - Verification & Completion
Letters 31–35