TRUST FUNDING ASSISTANCE SYSTEM™
06 - COMPLETE
Finish the process. Keep the plan working.
DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE
Complete Means You Know Where Things Stand.
You started by identifying what you own.
You reviewed how each asset fits with your estate plan.
You learned what each institution requires.
You submitted the appropriate requests.
And you verified what actually happened.
COMPLETE is where you bring that work together.
You did more than create an estate plan. You took the additional steps needed to help make sure your plan works the way it was intended.
You identified your assets, reviewed what needed attention, obtained the necessary information, submitted the appropriate documents, and verified the results.
Now document what was completed and keep the evidence with your estate planning records.
BEFORE YOU MARK IT COMPLETE
For each asset or account you worked through, you should now be able to answer:
☐ What did we decide should happen?
☐ Was the required action completed?
☐ Was the result verified?
☐ Do I have evidence or confirmation when available?
☐ Is anything still outstanding?
If something is still outstanding, that's okay.
Don't mark that item complete yet.
Return to the appropriate step, finish what remains, and verify the result.
Your COMPLETE Tool
Use this record to create a final snapshot of the assets and accounts you reviewed, what was done, and what has been verified.
Keep your completed toolkit records and supporting evidence with your estate-planning records.
That may include:
☐ Asset Review Worksheet™
☐ Institution Requirements Tracker™
☐ Copies of submitted forms or requests
☐ Submission confirmations or tracking information
☐ Funding Verification Record™
☐ Updated statements, beneficiary confirmations, recorded documents, or other evidence
☐ Trust Funding Completion Record™
The goal is simple:
Someone looking at your records should be able to understand what was done and where things stand.
YOUR PLAN IS NOT “ONE AND DONE”
Life changes. Assets change. Institutions change.
Review your estate plan and trust funding periodically and whenever you experience a significant life or financial change, such as:
• Buying or selling real estate
• Opening or closing significant accounts
• Marriage, divorce, birth, or death
• Changes in beneficiaries or decision-makers
• Starting, buying, or selling a business
• A significant change in your financial situation
If a change raises a legal, tax, financial, insurance, or planning question, obtain appropriate professional guidance.
Before finishing:
☐ I reviewed the assets and accounts included in this process.
☐ Appropriate actions were completed or clearly identified as outstanding.
☐ Completed actions were verified.
☐ I kept available records and evidence.
☐ I know which items, if any, still require follow-up.
☐ I completed the Trust Funding Completion Record™.
YOU'VE COMPLETED THE PROCESS
DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE
You didn't just fill out paperwork.
You created a process for understanding what you own, deciding what needs to happen, taking the appropriate action, and confirming that it actually happened.
That's how an estate plan becomes more than a set of documents.
Estate planning is about more than documents. It is about helping make sure what you worked for reaches the people you love in the way you intended.