How Do I Fund A Living Trust?

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Wealth Strategies Counsel
http://www.jrmatsen.com
877-776-2283

In order to properly fund your living trust you have to make sure that your assets that are owned by you in your individual name are changed so that title then reads "into your name as trustee of your trust." That often involves the recording of deeds, the transferring of title to bank accounts, investment accounts, certain brokerage accounts. Sometimes in events where there are specific situations, even life insurance. I'm Lisa Allred and I'm a team member of Wealth Strategies Counsel. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

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• retitle assets
• fund
• living trust
• assets
• trustee of the trust
• recording of deeds
• transfer of title
• bank accounts
• investment accounts
• brokerage accounts
• life insurance
• probate
• trust administration
• Matsen
• Wealth Strategies Counsel
• Orange County
• California
• O.C.