TRUST FUNDING ASSISTANCE SYSTEM™
Step 6: COMPLETE
Record the outcome and prepare a clear handoff.
Completion is documented asset by asset. Completing one account does not establish that every asset or
the entire estate plan is complete.
Update the Master Trust Funding Dashboard™ to reflect the supported result. Keep pending items and
professional referrals clearly identified.
Organize the record
Keep relevant instructions, submitted materials, institution correspondence, confirmation, and supporting records together. Record what was done, what confirms it, and where the evidence is kept.
Give the family a clear account of completed work and outstanding items, including who is responsible for the next action.
Do not store passwords, PINs, private keys, or recovery phrases with these records.
Practice: Maria and James
Finish the fictional dashboard entry. Explain what evidence would support completion of the account task and what would require further follow-up.
Check that someone else could understand the record without relying on your memory.
BEFORE YOU MARK IT COMPLETE
For each asset or account, confirm:
• The appropriate action has been completed.
• You have verified the result.
• You have saved evidence of the completed change.
• Any outstanding issues or follow-up items have been resolved.
• Your Trust Funding Tracker has been updated.
Only mark an item COMPLETE when you have reasonable evidence that the intended action was completed correctly.
KEEP YOUR RECORDS TOGETHER
Keep your trust funding records with your estate planning information so they can be found when needed.
Depending on the asset, your records may include:
• Updated account or ownership records
• Beneficiary confirmations
• Recorded deeds or other recorded documents
• Institution correspondence and confirmations
• Copies of submitted forms
• Tracking or reference numbers
• Other evidence showing what was completed
Keep copies of your verification. Do not store passwords, PINs, private keys, recovery phrases, or other sensitive access credentials with these records.
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.
Check your understanding
Before moving from training to client work, confirm that you can:
• Locate the inventory, review worksheet, request tracker, dashboard, and correspondence resources.
• Explain the six stages and their different purposes.
• Distinguish a submitted request from a verified result.
• Document uncertainty and recognize when professional guidance is needed.
• Explain the next step to a family in plain English.
Bring unresolved training questions to your Claim My Legacy training contact before assisting with an unfamiliar task.
YOU'VE COMPLETED THE PROCESS
DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE
Help the family stay prepared
Estate planning is about more than documents. It is about helping make sure what the family worked for reaches the people they love in the way they intended.
New assets, account changes, and family changes may create reasons for another review. Help the family recognize when to reconnect and obtain appropriate guidance.
Understand it. Get it done. Make it work.