TrustAlign handles the execution of trust funding after documents are signed.
Trust funding doesn’t fail because of drafting.
It fails because execution breaks down.
TrustAlign coordinates and completes the asset transfers, retitling, and institution-specific follow-through required to properly fund revocable trusts under attorney oversight.
You retain the attorney-client relationship. We handle the operational work that would otherwise fall to your paralegals or staff, while you and your clients can see progress throughout the process.
See exactly how firms track completion, catch problems early, and document execution across institutions.
15–20 minutes. Real examples. No sales theater.
You do the legal work right.
The problems start after signing.
Trust funding breaks down because execution is fragmented, manual, and hard to track across institutions, asset classes, and timelines.
This isn’t a diligence issue. It’s a structure issue.
Asset-specific requirements
Institution-specific processes
Spreadsheets and inboxes
Client status uncertainty
Long-term risk when steps are missed
TrustAlign does any or all of the detailed, time-consuming work to move assets into trusts. Working with TrustAlign is like having an outsourced team of specialist paralegals.
TrustAlign does not provide legal advice and
does not replace the attorney-client relationship.
What TrustAlign handles
Execution of asset transfers required to fund the trust
Retitling and institution-specific submission processes
Asset-by-asset follow-through across banks, brokerages, and property
Ongoing coordination until funding is complete
What remains with you
Legal judgment and advice
Client relationships
Oversight and review
Confidence that funding is actually getting done