Properly funding a trust is one of the most important steps in making a trust effective. A trust that has not been properly funded may not accomplish the grantor’s intended objectives, regardless of how well the trust document is written. This worksheet is designed to help you organize your assets, identify property that should be transferred into the trust, and track your progress throughout the funding process.

Inside this worksheet, you will find practical forms and checklists for documenting real estate, financial accounts, business interests, personal property, and other trust assets. The worksheet also provides space for recording ownership information, transfer status, supporting documents, and important notes, making it easier to maintain accurate records and ensure your trust remains properly funded over time.