Step 1 of 9 - Page 1 11% HiddenLexomatic Matter Type Deed Funding Probate Timeshare EstatePlan Divorce HiddenLexomatic Matter ID HiddenLexomatic Matter Name HiddenLexomatic User ID HiddenLexomatic User Name HiddenGrantor's Display NameGrantor's name for incorporation into merge tags HiddenSpouse's Display NameGrantor's spouse's name for incorporation into merge tags Hiddenplaceholder_01 Hiddenplaceholder_02Hiddenplaceholder_03 Hiddentoday_dt MM slash DD slash YYYY Hiddenpage_nuHiddencommunity_property_state_tf Yes No Free Trust Funding Analysis Contrary to popular belief, a living trust alone does not avoid probate. Probate avoidance requires coordination of the client’s asset profile with the estate plan. Failing to properly fund a trust can leave assets outside of the trust's protection, potentially subjecting them to probate and defeating the purpose of the trust arrangement. Our free, no-obligation Trust Funding Analysis is designed to guide property owners in structuring their assets to bypass probate. This comprehensive interview gathers key details about you, your trust, and your assets. This information allows us to craft a tailored analysis and strategic plan, focusing on probate avoidance and smooth transfer. Topics that we will cover include: Trust Funding Process Overview. Outlines the steps to transfer assets into a trust, including documentation and transfer of ownership. Asset Identification. Involves listing all assets that are suitable for inclusion in the trust, often requiring a detailed inventory, as well as those that can avoid probate through other means. Federal Income Tax Considerations. Addresses the tax impact of transferring assets into a trust, focusing on potential income tax obligations. Asset-Specific Transfer Rules. Discusses the unique legal requirements for transferring different types of assets, such as real estate, stocks, or business interests. Property Transfer Requirements in Your State. Reviews state-specific legal protocols for asset transfer, which can vary widely. Applicability of Transfer Tax Rules. Examines how state-level transfer taxes may apply when funding a trust with real estate. Effective Use of Beneficiary Designations. Explains how to properly designate trust beneficiaries to ensure assets are distributed according to the grantor's wishes. Documents and Actions Needed to Fund Your Trust. Lists the necessary legal documents and actions required to officially fund the trust, like deeds for property or stock transfer forms. Cost Analysis. Evaluates the expenses associated with funding a trust, including legal fees and related costs. Expect clear, plain English guidance on transferring assets into trusts, joint titling, and beneficiary designations, accompanied by step-by-step instructions for organizing your financial affairs for a seamless transition. Click the next button below to request an analysis today. Trust Creator InformationEnter the following information about the person who created the trust, sometimes called a grantor or settlor. If this person is married, you'll have the opportunity to clarify the spouse's relation to the plan later in the interview. HiddenFull Name Gender Male Female First Name Middle Name Last Name Name SuffixJr.Sr.IIIIIIVPreferred First NameEnter the name that this person prefers to be called in regular conversation. For example, a man whose legal name is "Robert" may go by the name "Bob." Other names?Has this person used any other names or aliases (maiden name, spelling variation, initial variations) in legal documents? Yes No Other Name(s) Client's Address and ResidenceAddress Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code EmailEnter an e-mail address to which documents can be sent for e-signature (if necessary). E-signature requires separate e-mail addresses for each party that will sign the document. Email addresses will not be used or shared without permission. Enter Email Confirm Email PhoneSome states require a phone number to be listed on the transfer documents, such as deeds to real estate, as a condition for recording. Phone numbers will not be used or shared without permission. County of Residence– No Results – Client's Life StatusIs Client mentally disabled?Answer Yes if this person lacks the mental capacity to sign legally binding documents on his or her own behalf. Yes No Marital StatusClient's Marital StatusSelect the marital status at the time of death, regardless of whether this person's spouse died later.SingleMarriedDivorcedWidowedIs Client's spouse mentally disabled?Answer Yes if this person lacks the mental capacity to sign legally binding documents on his or her own behalf. Yes No Client's SpouseHiddenFull Name Gender Male Female First Name Middle Name Last Name Name SuffixJr.Sr.IIIIIIVPreferred First NameEnter the name that this person prefers to be called in regular conversation. For example, a man whose legal name is "Robert" may go by the name "Bob." Other names?Has this person used any other names or aliases (maiden name, spelling variation, initial variations) in legal documents? Yes No Other Name(s) EmailEnter an e-mail address to which documents can be sent for e-signature (if necessary). E-signature requires separate e-mail addresses for each party that will sign the document. Email addresses will not be used or shared without permission. Enter Email Confirm Email PhoneSome states require a phone number to be listed on the transfer documents, such as deeds to real estate, as a condition for recording. Phone numbers will not be used or shared without permission. Same address as Client? Yes No Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code County of Residence– No Results – Spouse Inline Picklist Example First Choice Second Choice Third Choice TrusteesWill anyone other than Client and Spouse serve as current trustee of any trust created under the estate plan? Yes No Will anyone other than Client serve as current trustee of any trust created under the estate plan? Yes No Additional TrusteesUse the Add Trustee button below to enter information about each additional trustee. It is important to list every current trustee of every trust created under the estate plan. This information will be used to provide easy trustee selection in upcoming interview questions. Name Actions Edit Delete There are no Trustees. Add Trustee Maximum number of trustees reached. Trust InformationUse the Add Trust button below to add all trusts that will be funded under the estate plan. Trusts Trust Name Actions Edit Delete There are no Trusts. Add Trust Maximum number of trusts reached. AssetsUse the Add Asset button to list all assets you want to coordinate with the estate plan. Include any asset that you want included in the trust funding plan, regardless of whether it will be transferred to the trust or whether it will pass through joint ownership or beneficiary designations.Assets Asset Description Actions Edit Delete There are no Assets. Add Asset Maximum number of assets reached.
