Lesson series

Asset Alignment (Trust Funding)

Signing your trust is just the first step. Learn how to ensure your assets are aligned to work with the trust, avoid the hassle and expense of probate, and ensure an easy and painless administration.
What you are going to learn

A few more words about this course

The course is designed to help you align your assets to work with your Trust Estate Plan. This may mean retitling some assets such as your home or bank accounts or it may mean naming beneficiaries. We will take a look at the most common asset types so that you can make informed decisions and take action to ensure your plan works the way you want.
Throughout this course you will learn:

  • What types of assets are a nightmare for your Trustee

  • How to transfer your assets into the name of your Trust

  • What assets you should not transfer to your trust and instead rely on other methods to transfer at your death
  • The steps you can take now to help your Trustee administer your trust

Course contents