Video Summary
How do I make sure all my assets, real estate, bank accounts, investments are properly transferred into the trust? It’s a common mistake to not fund the trust are improperly fund a trust by simply referring to the trust document as the Roland d Waller Trust dated July the fourth, 2025, and that that’s not the way you titled the assets. You need to title ’em in the name of the trustee, such as Roland D Waller as the trustee of the Roland d Waller Trust dated July the fourth, 2025. And that is for bank accounts and for real estate as how you need to title those assets. And the big thing is to make sure that you know all the assets that you have so that we can properly have them transferred or give you direction on what to do and keeping track of it. Sometimes there’s a problem whenever you’re dealing with a certificate’s deposit that mature well, then you wind up not continuing with it or the maintenance is showing that they are for your name as trustee under your trust rather than putting them in your individual name. So, it’s a question of, first off is identifying all your assets and then working at having them titled in the name of your trustee, which is usually yourself as far as your revocable trust is concerned, and identifying you as the trustee, trustee, and then your trust and the date. If you have any questions, give me a call at (727) 847-2288.