A Trust Funding Guide Your
Clients Will Actually Understand.

Use this resource to help your clients:

• Understand what it means to fund a trust and why this step is essential to avoiding probate and protecting their legacy.
  
  
• Learn how to transfer different types of assets from real estate and bank accounts to personal property and business interests.
  
  
• Avoid common missteps with clear, practical tips that demystify the process and build confidence.