Executing a trust document is the first step in creating a trust. Our experienced California trust funding attorneys ensure your trust is fully effective.
- Avoid Costly & Public Probate: Ensure your assets pass privately and efficiently to your loved ones.
- Real Protection for Your Assets: Make your trust a legal shield against creditors and lawsuits.
- Ensure Your Family Receives What You Intend: Guarantee your beneficiaries inherit as outlined in your trust.
- Prevent Your Trust from Being Useless: Take the crucial steps to make your estate plan work.
Is Your Trust Properly Funded? Get a Free Funding Review. Schedule an initial consultation today by calling us at (925)-317-3467 or by reaching out to us online at the contact page on our website.
Did You Know an Unfunded Trust Offers No Protection?
You took the important step of creating a trust to safeguard your assets and provide for your family. But if your assets aren’t legally transferred into the trust’s name, it’s like having a safety deposit box with nothing inside. Your property could still be subject to the lengthy, expensive, and public probate process.
Don’t let your efforts be in vain. Proper trust funding is essential to realize the benefits you intended.
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Your Expert Guide to Properly Funding Your California Trust.
At Burrey Law Group, Inc., we understand that the process of funding a trust can seem complex. Our experienced California trust funding attorneys provide the clear guidance and practical assistance you need to ensure your trust is fully effective and achieves your estate planning goals.
Here’s how we help you fund your trust correctly:
- Personalized Funding Strategy: We’ll review your trust documents and assets to create a tailored funding plan specific to your situation.
- Expert Assistance with Property Transfers: We’ll guide you through the necessary steps for transferring various types of assets:
- Real Estate: Preparing and recording the correct deeds, addressing mortgage and HOA issues, and advising on tax implications.
- Vehicles & Titled Property: Facilitating title transfers through the appropriate state agencies, while considering tax implications and liens.
- Personal Property: Creating legally sound assignment documents.
- Bank & Brokerage Accounts: Assisting with the transfer process according to your financial institutions’ requirements.
- Business Interests: Guiding you through the transfer of shares or partnership interests.
- Avoiding Common Pitfalls: We’ll help you structure transfers to avoid unintended taxes, penalties, and revaluations.
- Ensuring Your Trust Works as Intended: Our goal is to make sure your trust is a fully functional legal tool that protects your assets and avoids probate.
Ensure Your Trust is Effective: Schedule Your Free Funding Review
Don’t Leave Your Trust Half-Finished. Secure Your Family’s Future Today.
Funding your trust is a critical final step in your estate planning. Let our experienced attorneys take the confusion out of the process and give you the peace of mind knowing your trust will work exactly as you intended.
Make Your Trust Count. Get Your Free Trust Funding Review Now.
Click Here for Your Free Trust Funding Review
