Matters of Trust
Insights on the evolving issues and opportunities
related to revocable trusts and estate planning.
The New Standard For Excellence: Integrating Verification Into Workflow
A trust can fail for many reasons: poor drafting, family disputes, bad timing. But the most common failure is far simpler. Assets never make it into the trust.
A Trust That Isn’t Funded is Still Unfinished
You’ve worked with an attorney, signed every document, and left the office feeling secure. But there’s a hidden risk that can quietly void your entire plan: an unfunded trust.
Only Funded Trusts Truly Protect
At what point is an attorney’s job done?
In estate planning, that line is blurry. You draft, you sign, you instruct, but if the trust never gets funded, does the client really have protection?
The $35,000 Lesson One Family Shouldn’t Have Had to Learn
When Mary Thompson passed away, her family expected a smooth transition. She’d invested in a trust designed to protect them. But her home, bank accounts, and investments were still titled in her name.
Great Work Requires Repeatable Systems
In most law firms, capacity issues aren’t caused by lack of skill. They’re caused by repetition without systematization.
The “Last Mile” Matters
Here’s something most people in estate planning know but rarely say out loud.
The majority of revocable trusts never actually control the assets they’re meant to protect.
70% of Trusts Fail.
Over 70% of revocable trusts fail to do what they were created for: protect families and avoid probate.
How Financial Advisors Can Prevent Probate for Clients
Trust funding is the missing value-add for financial advisors. Learn how to help clients avoid probate delays and strengthen advisor-client trust.
Why Revocable Trusts Fail Without Proper Funding
Over 70% of revocable trusts fail due to improper funding. Learn how to avoid probate and protect your estate with TrustAlign's professional trust funding support.
Trust Funding: The Missing Link in Estate Tech
Estate planning has gone digital — but most solutions skip trust funding. TrustAlign bridges the gap with white-glove execution and monitoring.
The Hidden Risk That Can Void Your Estate Plan
A funded trust is the key to an effective estate plan. Discover the silent reason many plans fail — and how TrustAlign ensures your legacy stays protected.