You created a trust.
But is it actually finished?
Most trusts fail for one simple reason: the assets were never transferred into them. Trust Align handles the retitling, transfers, and follow-through that turn a signed trust into a funded one.
Here's what most people don't realize
A signed trust isn't a funded trust.
Creating the trust documents is just the first step, and it's usually where the attorney's work ends. Your trust doesn't protect anything until your assets are actually retitled into it.
Is your house still in your name? Did you retitle your bank accounts? Do your investment and retirement accounts match your trust?
If you're not sure, your trust may not protect what you think it does.
We finish what the paperwork started.
What happens if it's not done right?
When assets never make it into the trust, the plan on paper doesn't match reality, and your family pays for the gap:
Assets still go through probate
Delays and paperwork for your family, at the worst possible time
Legal costs you thought you'd already avoided
It happens more often than you'd think, and it's usually invisible until it's too late to fix.
Trust Align coordinates and completes the asset transfers, retitling, and institution-specific follow-through required to properly fund your trust, all under your attorney's oversight. You keep the attorney-client relationship. We do the legwork.
We handle the banks, brokerages, county recorders, paperwork, and follow-ups
We coordinate every transfer properly, and keep you informed at every step
We deliver proof when it's complete, so you know your plan matches reality
Real work done by real people you can talk to
Find out where you stand in 2 minutes.
We built a simple Trust Check that shows you exactly what's been done and what's still missing. No documents required to start, and no obligation. You'll get a clear picture of whether your trust is actually funded.
Meet Rich Pototsky, CPA, MBA
Rich is a CPA with decades of experience helping businesses and families manage complex financial matters. Doing personal CFO work with high-net-worth families, he kept finding the same problem: clients had spent real time and money on thoughtful estate plans, but the work of actually funding their trusts was incomplete. Accounts had never been retitled. Assets had changed. No one had gone back to make sure the plan on paper matched what was actually done.
Rich created Trust Align to close that gap. Clients trust him with information about their homes, finances, businesses, and families, and he takes that responsibility seriously.
Outside of work, Rich and his wife love to travel, and he's working toward visiting every Major League Baseball stadium. He's made it to 26 of 30 so far, assuming MLB doesn't move the finish line again.
Contact Us
Not sure where your trust stands?
Take the 2-minute Trust Check, or send us a note!
We're happy to help you figure out what may need another look.
support@trust-align.com
(844) 494-2445