TRUST FUNDING ASSISTANCE SYSTEM™
Step 2: REVIEW
Identify the question and the appropriate next step.
Use the inventory and available records to clarify what needs attention. Distinguish confirmed information from assumptions and identify who can resolve any remaining questions.
The Specialist supports the review process. Legal or tax interpretation belongs with the appropriate qualified professional.
Use the Review Worksheet
For each asset, document current ownership or beneficiary information, instructions already received, unanswered questions, and the next action by selecting one of these five review outcomes.
• No action currently identified.
• Ownership/registration action.
• Beneficiary action.
• More information needed.
• Professional guidance required.
Record an ownership or beneficiary action only when the appropriate direction has been established. If the answer is uncertain, document the information or guidance needed first.
Your job is to identify the next step, not make changes yet.
YOUR WORKING TOOL
Claim My Legacy Trust Funding Assistance Review Worksheet V1.1
Review each asset or account to determine whether it needs attention and identify the appropriate next step.
Practice: Maria and James
Maria and James are unsure whether their bank account’s registration was updated after they signed their trust. That uncertainty alone does not establish that a change is necessary.
Record More information needed while current records and prior instructions are gathered.
If resolving the question requires legal or tax interpretation, select Professional guidance required.
Before you continue
Before moving to REQUEST, you should be able to explain the selected review outcome, what supports it, the next action, and who is responsible. If information or professional guidance is still needed, document that before preparing a request.
Your job is to identify the next step, not make changes yet.