Description

Your Trust Is Signed — Now What?
is a practical guide designed to help California families complete one of the most important steps in the estate planning process: funding their living trust.

Written by Isha Singh, Esq., this guide walks you through how to properly transfer assets into your trust, explains which assets should be retitled and which should only have beneficiary designations updated, and helps you avoid common mistakes that can lead to probate.

Inside, you’ll find step-by-step instructions, funding checklists, asset inventory worksheets, tracking tools, and practical guidance for real estate, bank accounts, business interests, retirement accounts, life insurance, digital assets, and more.

Whether you’ve recently signed your estate plan or want to ensure your trust is fully effective, this guide provides the knowledge and tools you need to protect your family and preserve the benefits of your living trust.

Author: Isha Singh, Esq.
Format: Digital HTML Guide (Download)

This guide is provided for educational purposes only and does not constitute legal advice or create an attorney-client relationship.