Trust Funding Worksheet
Trust Funding Worksheet
A Step-by-Step Tracker for Transferring Every Asset Into Your Trust by Ann LeFlore
A trust that isn’t funded is just paperwork. Signing the trust document doesn’t move a single asset into it — that only happens when each account, property, and policy is actually re-titled or re-assigned.
This worksheet walks you through every category of asset a trustee or grantor needs to transfer, contact, or confirm — from real property and bank accounts to retirement beneficiaries, business interests, and life insurance — so nothing gets missed and nothing sits half-finished. Each entry has space to record what was done and a status marker showing whether it’s already complete, still pending, or needs attorney review.
Whether you’re actively funding a new trust or auditing an existing one for gaps, this worksheet gives you one place to track the entire process from start to finish.
PDF: $4.98
What's Inside
- Section 1 — Real Property Funding (primary residence, vacation, investment, out-of-state property)
- Section 2 — Bank Account Funding
- Section 3 — Investment & Brokerage Account Funding
- Section 4 — Retirement Account Beneficiary Review
- Section 5 — Business Interest Funding
- Section 6 — Vehicle Funding
- Section 7 — Life Insurance Funding
- Section 8 — Asset Schedule & Ongoing Maintenance
- Section 9 — Funding Action Tracker & Notes
Product Description
The Trust Funding Worksheet by Ann LeFlore gives trustees and grantors a single working document for completing the most commonly overlooked step in estate planning: actually funding the trust. Each section covers a category of asset — real property, bank and brokerage accounts, retirement beneficiaries, business interests, vehicles, and life insurance — with space to log the institution contacted, the forms completed, and a status marker (Will Transfer, Already in Trust, or Needs Review / Confirm).
A funding action tracker and notes section at the end let you log transfer dates and outstanding tasks in one place, so the worksheet doubles as an ongoing maintenance log, not just a one-time checklist.
Product Details
Title: Trust Funding Worksheet
Author: Ann LeFlore
Format: Digital Download / Educational Worksheet
Category: Trust Administration, Trust Law, Estate Planning
Pages: 9
Ideal For: Trustees and grantors actively funding a new trust or auditing an existing one
Delivery: Instant access upon purchase
Usage: Personal educational use
Disclaimer
This worksheet is an educational and organizational tool only and does not constitute legal advice. It does not replace the guidance of a qualified estate planning attorney or trust administration professional. Requirements vary by state and by trust terms — consult a qualified attorney to confirm your funding process meets the requirements of the governing state and the specific terms of your trust.