Something that could make the funding process easier on you is a certificate or memorandum of trust. As you transfer your assets into the name of your trust, government agencies, creditors and possibly others will want proof that your trust actually exists. The problem is that you more than likely don’t want everyone knowing the contents of your trust. A certificate or memorandum of trust provides the necessary proof without revealing the contents of the full document.

One part of funding your trust that you certainly do not want to get wrong is putting your real property into its name. You should expect the attorney helping you develop your estate plan to provide you with a trust certification and the deeds you need to put your real property in the name of your trust. If you have any questions regarding what to put into your trust and how to do it, an attorney can answer them.

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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