What happens if I open a new account after the funding process? How do I make sure it's in my trust?

When you acquire a new asset, you can either title it directly in the name of your trust at the time of purchase or name the trust as a “Payable on Death” (POD) beneficiary, depending on the asset type. If you’ve purchased a funding package with our firm, we’ll can handle the process of aligning new assets with your trust, if necessary, to ensure everything is properly coordinated with your estate plan.