Your trust is ready,
now it's time to move in. 

Creating a trust is a major milestone. 

But there's just one more step, and it’s one that makes all the difference!

Think of it like buying a new home or signing a lease. Once you've done the paperwork, the place is officially yours. 

But you're not really moved in until your belongings are there. 

Your assets need to "move in," too.

Book a free call
Download free guide
Client Portal
Illustration of a couple standing next to boxes labeled 'Insurance Policy,' 'Bank Account,' and 'Deed' in front of a house with 'Your Trust' written on it, symbolizing estate planning.

Your trust only protects what you put inside it.

Your attorney helped you create the trust, but most people get stuck when it's time to take the next steps: 

contacting banks, submitting forms, changing ownership details, chasing down statements.

It's tedious, confusing, and varies depending on institution and asset type.

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Moving your assets is our specialty.

At Trust Align, we're professional asset movers. We specialize in transferring your important assets, including bank accounts, real estate, investments, insurance policies, and more, into your trust securely and accurately.

A person in work clothes standing next to boxes labeled 'LIFE INSURANCE' and 'DEED' in front of a house graphic with 'YOUR TRUST' written inside.

Send us your trust & asset list.
If you don’t have an asset list, we’ll help you create one. 

Answer a few questions.
We give you easy-to-follow instructions and are available to help you with a phone call any time.

Give us permission. 
You will give Trust Align very limited permissions to move your assets for you.  

We move your assets for you. 
We do all of the hard and tedious work for you.

We keep you updated.
You get a private, secure dashboard that keeps you in the loop without overwhelming you.

How Trust Align works 

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Free Guide

How to Move Into Your Trust

Download our comprehensive guide to understand exactly what assets need to move into your trust and how the process works.

Download free guide

Frequently Asked Questions

Everything you need to know about trust funding services.

  • Trust funding is the process of transferring ownership of your assets from your personal name into the name of your trust. This includes bank accounts, real estate, investments, insurance policies, and other valuable assets. Without funding, your trust can't protect anything.

  • Yes, you can contact each bank, investment firm, insurance company, and other institutions yourself. However, it requires significant time, patience, and knowledge of each institution's specific requirements. We handle this process professionally.

  • No—and it probably never will. Funding a trust isn't one task. It's a series of very human, very specific interactions—each one unique to your bank, your state, your assets, and your situation.

    • Every financial institution has different rules and forms

    • Real estate transfers require local knowledge and legal filings

    • Some assets involve talking to people—not just filling out fields

    • Family changes, co-ownership, or special instructions require judgment

    This work needs people who know how to navigate the nuances, talk to the right departments, follow up, and double-check that everything gets done.

  • Many attorneys focus on creating the trust document itself. While some offer funding services, it can be expensive and time-consuming for their billable hours. We specialize specifically in the asset transfer process, making it more efficient and cost-effective.

  • The timeline varies depending on the number and types of assets, but most funding is completed within 4-8 weeks. We handle the paperwork, follow up with institutions, and keep you updated on progress through your secure dashboard.

  • An unfunded trust can't avoid probate or provide the protections you created it for. Your assets would still go through probate court, defeating the main purposes of having a trust. Many families discover this problem too late.

  • Most assets can be funded into a trust, including bank accounts, investment accounts, real estate, business interests, insurance policies, and personal property. Some assets like retirement accounts require special beneficiary designations instead.

  • Not at all. Anyone with a trust needs funding, regardless of estate size. The peace of mind and probate avoidance benefits apply whether you have $100,000 or $10 million in assets.

  • Our fees are typically much less than probate costs or attorney billable hours for the same work. We provide transparent pricing based on your specific needs. Contact us for a free consultation and quote.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly, or feel free to book a consultation with us here.

We can’t wait to hear from you!

Disclaimer: We are not a law firm.