After creating the Trust the important next step is to transfer assets from your name into the name of the Trust. This is commonly referred to as “funding” the Trust. Don’t worry – you will still be the Trustee of the Trust and the assets will still be yours, but this step is an important function to ensure the Trust works as designed.

To do this, contact the respective financial institutions, title companies, etc. and complete the necessary paperwork provided by the entity. They may ask for a copy of your Certification of Trust (included in the comprehensive Trust Package).