Video Summary
If I set up a Trust, how do I fund it properly? You need to retitle your accounts or assets in the name of the trustee of your trust. Usually it’s your revocable trust, such as Roland d Waller as trustee of the Roland d Waller revocable trust dated July 4th, 2025. So, all the assets need to be titled in the name of the trustee of the trust, not just the name of the Trust. Since that is just a document, the trustee is bound by the provisions of the Trust, so it’s fairly easy to go to your banks and sign a new signature card and move your, or change the account, or move the accounts into the name of your name As trustee with real estate, you need to have deeds prepared to transfer the real estate into your trust. As far as LLCs, you need to change the membership interest to your Trust and with stock you need to make that transfer on death. So, these, it’s important that you retitle your assets and the name of the trustee of your Trust. If you have any questions about this, give me a call at (727) 847-2288.