Morris Hall, PLLC

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How do I fund my trust?

June 24, 2020 by amsolutions

Funding a trust entails transferring assets you own as an individual into the name of your trust. For some assets, our law firm makes the transfers and prepares the documents for you to sign, for example, real estate. For other assets that our law firm is unable to change for you, we will give you instructions as to how title is changed, and will provide you with the necessary paperwork. For example, to fund your trust with bank accounts, a letter is prepared for you to take to the bank to change title of your accounts. You will have to go to the bank in person to sign a new signature card as trustee of your trust.

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    Our law firm has offices in Arizona and New Mexico. See all of our locations here.

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    Need an Estate Planning Lawyer Near You?

    Looking for an estate planning lawyer near you? We have office locations in Phoenix, Mesa, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona. In New Mexico, we have office locations in Albuquerque, Santa Fe, and Las Cruces, so please visit us at the location that is closest to you.

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