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Wills and Trusts

Trust Funding

As a part of our estate planning package we will do all trust funding. Trust funding is the process whereby all of your assets are transferred from you as an individual to you as trustee of your trust. We prepare new grant deeds to real property, change titles on bank accounts and change beneficiaries on life insurance, pensions and retirement plans.

The funding of a trust is critical to probate avoidance so we help clients through this process to ensure that all assets are titled correctly.

"You’ve worked hard to get to where you are, and the best part about all that hard work is thinking about all the ways you can share it with those you love."