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Funding Your Living Trust: A Step-by-Step Guide
Description
Creating a living trust is only the first step. In this episode, Erin talks with Terra Firma attorney partner Ciara Lister about the part many people delay or forget entirely: actually funding the trust.
Ciara breaks down the process in simple terms, including how to transfer real estate, update beneficiaries, handle business entities, and organize documents for your successor trustees. If your trust documents are signed but sitting unfinished, this episode is your practical nudge to complete the process and protect your family.
Learn how we can help you: https://www.terrafirmaconsultant.com/
Get Your Tax Savings Estimate: https://bit.ly/cfrforms
Chapters
00:00 Understanding Living Trusts and Their Importance
03:11 Step-by-Step Process to Fund Your Trust
05:54 Transferring Assets: Real Estate and Accounts
08:58 Business Entities and Other Assets
12:08 Best Practices for Document Management
14:51 Final Thoughts and Encouragement
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates