About TrustAlign: Making Sure Your Trust Is Actually Funded

You signed the trust. But did everything actually make it in? TrustAlign is a trust funding service that handles the follow-through after your estate plan is signed: moving, retitling, and aligning your home, accounts, insurance, and business interests with your trust. We work alongside your attorney so the plan you paid for does what you expected.

Meet Rich Pototsky, CEO and Co-Founder

Rich Pototsky is the CEO and co-founder of TrustAlign. A CPA with decades of financial and executive experience, Rich spent years providing personal CFO services to high-net-worth families in South Florida. That work kept surfacing the same problem: well-drafted estate plans that were never fully carried out. Trusts were signed, filed in a binder, and then forgotten, while the house, the brokerage account, and the life insurance were never retitled or aligned with the plan.

TrustAlign was built to close that gap. Rich leads the company with a focus on operational discipline, clear communication, and respect for the client's time. His background running a top-performing firm through complex financial filings shaped how TrustAlign works today: a documented process, confirmations from every institution, and a clean record of what was done.

Rich’s background:

  • Certified Public Accountant (CPA)

  • Former personal CFO to high-net-worth families

  • Leads TrustAlign's trust funding process and client relationships

Why TrustAlign Exists

Many trusts do not work as expected because key assets were never moved, retitled, or aligned with the plan. Signing the trust document is the legal step. Connecting each asset to that trust is the administrative step, and it is the one most often left unfinished.

This follow-through is often called trust funding. It involves deeds, account retitling, beneficiary designation updates, and paperwork with every bank, brokerage, insurer, and business entity involved. Attorneys draft the trust; TrustAlign helps make sure the assets catch up to it.

Assets left outside a trust may still require probate or other additional steps after death. TrustAlign helps identify possible gaps and completes the transfers so your plan is carried out as intended.

What We Do After Your Trust Is Signed

TrustAlign handles the administrative follow-through of trust funding, including:

  • Real estate: preparing and recording deeds that move your home and other property into the trust

  • Financial accounts: retitling bank, brokerage, and investment accounts, and updating retirement account beneficiary designations as directed by your attorney

  • Life insurance and annuities: updating ownership and beneficiary designations

  • Business interests: assigning LLC, partnership, and closely held company interests to the trust

  • Personal and digital assets: documenting and aligning assets that do not have a formal title

  • Institution follow-up and confirmations: tracking every request until each institution confirms the change

  • Records: delivering a complete funding record you and your attorney can keep on file

We do not provide legal advice and we do not replace your attorney. We carry out the transfers your estate plan calls for.

  • Richard Pototsky

    CEO & CO-FOUNDER

    A seasoned CPA and executive, Richard brings decades of financial acumen to TrustAlign. After leading a top-performing firm through the complexities of ERC filings, Richard shifted his focus to personal CFO services for high-net-worth families. Through this work, he repeatedly encountered clients with well-crafted estate plans that had never been properly executed. TrustAlign was born out of that frustration—and Richard’s drive to close that costly gap. With a commitment to operational excellence and client trust, Richard leads the team with both strategic vision and hands-on experience.

  • Russell Jacobs

    CO-FOUNDER

    Russell is a respected attorney with deep roots in estate planning and trust law. Known for his meticulous attention to detail and pragmatic approach, he has helped countless clients protect and transfer their wealth across generations. At TrustAlign, Russell’s legal insight ensures our systems align with current legal standards and best practices. He is the architect of many of the firm’s protocols that turn a signed trust into a fully funded one, minimizing risk and ensuring peace of mind.

  • Tamara Adlin

    CO-FOUNDER

    Tamara brings a unique perspective to TrustAlign, honed from years at the intersection of product strategy, customer experience, and innovation. A recognized thought leader in UX and product alignment, Tamara ensures that TrustAlign isn’t just solving a legal or financial problem—but doing so in a way that’s intuitive, empathetic, and human-centered. Her influence is felt in every client interaction, from onboarding to asset transfer.