Servicing The Greater Los Angeles Area
including La Canada, Arcadia, Burbank, Glendale, Los Angeles, Pasadena, Redondo Beach,
San Marino and Santa Clarita

Redondo Beach, CA
​(310) 543-2545
Robert K. Smith,​
​Estate Planning, Probate and
Tax Attorney​

Funding the Trust

1150 Foothill Blvd. Suite J​
​La Canada, CA 91011​
(818) 949-0100; FAX (818) 949-0104​      (818) 949-0100

CALL (818) 949-0100 For A Free One Hour Consultation For A Living Trust Esate Plan!

Trust Funding Instructions

In order for beneficiaries to avoid an expensive and time-consuming probate court process, a Living Trust must be funded properly. In addition to current funding issues, such as changing title for real property, bank accounts, stock and brokerage accounts during the trust maker's lifetime, a trust maker may need to address post-death funding issues. For example, a Living Trust may include provisions for a continuing trust in order to control inheritances for minor children or financially inexperienced adults. In such cases, assets that were not funded into a Living Trust during the trust maker's lifetime, such as retirement plan accounts or life insurance policies, may need to be funded into the Living Trust after the trust maker's death. Typically, an estate plan includes such trust funding instructions in a separate letter for the trust maker.