STEP 2

Funding Your Trust

Once your estate plan has been completed and signed, the next step is making sure your assets are coordinated with your plan.

Your Goldtree Funding Roadmap provides a simple guide to help you review your assets, understand common funding steps, and stay organized as you work through the process.

Review your assets and identify which items may need attention

Follow the roadmap to stay organized as you complete each step

Contact our team if you are unsure where to begin or have questions along the way

Before You Begin

Funding should take place only after your estate plan has been completed and signed. Your Funding Roadmap provides general educational information to help you organize the process. Some assets may require assistance from a financial institution, insurance company, attorney, tax professional, or other appropriate professional depending on the asset and your individual circumstances.

Have a question about your next step? Visit the Need Help page to contact the Goldtree team.

Goldtree Estate Planning provides estate planning education, coordination, and implementation support. Goldtree Estate Planning is not a law firm and does not provide legal or tax advice. Estate planning documents are attorney drafted through an independent document preparation provider. Individual circumstances and state laws vary. When legal or tax advice is needed, clients should consult an appropriately licensed attorney or tax professional.