Your Estate Plan Is Ready, Now What?
You’ve just finished creating your estate plan with your attorney. Congratulations! That’s a significant step toward protecting your legacy and giving your loved ones peace of mind. But before you put that binder of documents away, your work isn’t finished yet. The legal documents are the foundation of your estate plan, but they only work if your assets are aligned with them. The next step is called “funding” your trust, and it’s the part that’s up to you to complete.
