The Trust Asset Funding Checklist is a comprehensive, fillable PDF designed to help trustees and trust creators ensure that all assets are properly titled into the trust. Proper trust funding is essential to avoid probate, maintain continuity during incapacity, and ensure that the trust operates as intended.
 
This checklist walks through the funding process for all major asset categories, including real estate, bank and brokerage accounts, business interests, retirement accounts, life insurance policies, tangible personal property, mineral interests, digital assets, and beneficiary-designated accounts. It provides clear, step-by-step guidance on retitling, assignments, beneficiary designation review, and record retention.
 
Ideal for use during initial trust setup, post-death administration, and ongoing trust maintenance, this checklist helps identify unfunded assets, prevent common funding mistakes, and maintain a complete funding record. The fillable PDF format allows users to complete the checklist electronically and retain it as part of the trust’s permanent records.