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.

This oversight happens in countless ways, from incomplete transfers to new assets acquired over time, to assumptions that “it’s already done.”

The result is the same. Families who believed they were protected find themselves in probate, their privacy lost, and their assets tied up for months.

The estate planning process has evolved around document creation, not implementation. I believe that has to change.

Our team is helping firms make completion a standard, not an afterthought, because a trust that isn’t funded is still unfinished.

Disclaimer: We are not a law firm.