Many people believe once they’ve signed their trust documents, their estate plan is complete. In reality, a trust does not work unless it is funded — meaning your assets must actually be titled in the name of your trust.
If your home, bank accounts, or investment accounts are still in your individual name, then your trust may be nothing more than an expensive set of papers — and your loved ones may still have to go through probate, even though you created a trust to avoid it.
This free educational event is designed for people who:
Created a trust with another attorney or online service
Are unsure whether their trust was ever properly funded
Want to confirm their family will actually avoid probate
Believe they “have a trust” but aren’t sure what that really means
During this presentation, you’ll learn:
What “funding” a trust really means
Which assets should be titled in your trust (and which should not)
What happens if you never finish the funding step
How an unfunded trust can still land your loved ones in probate court
How often you should review your trust documents and the funding aspects
If you’ve ever wondered whether your trust actually does what you think it does, this event will give you clarity — and likely save your family from frustration, delay, and unnecessary expense down the road.
Register to attend this FREE event:
https://49thestateplanning.com/events/
You may also like the following events from 49th Estate Planning:
- This Thursday, 5th February, 09:00 pm, Life & Legacy Planning Webinar in Juneau, Alaska
- Next Monday, 9th February, 05:30 pm, Wine & Wills* in Kodiak in Kodiak
- This month, 17th February, 09:00 pm, You Have a Trust…Is It Actually Working? in Juneau, Alaska
