Texas-statutory document
Annual Trust Funding Review
Best practice — Tex. Prop. Code Ch. 113 (funded-trust requirement)
Keep your Trust funded — a yearly review of every asset, written.
An attorney-conducted annual review of your existing Texas Revocable Living Trust's funding status. We check whether the assets you intended to be inside the trust are actually titled to the trust, identify gaps that opened in the last twelve months, and deliver a written report with prioritized remediation steps. Best paired with an anniversary calendar reminder set at trust execution.
What's included
- Written Annual Funding Review report (4–8 pages, attorney-prepared)
- Asset-by-asset funding status summary (titled / not titled / changed)
- Identified funding gaps with priority ranking
- Recommended remediation steps for each gap (deed, beneficiary update, retitling)
- Cost estimate per gap (DIY vs. attorney-assisted)
- Next-year watch list — flagged assets for the following anniversary review
Anyone who already owns a Texas Revocable Living Trust and wants to make sure it stays funded — recommended annually on the trust anniversary.
Material life events (divorce, death of a spouse, business sale, move out of state) — those warrant a full advisory review through Continuum Counsel, not an annual funding check.
Drafting or recording of any remediation document (deed, beneficiary update form, etc.) — those are scoped à la carte. Not a comprehensive estate-plan review and not a substitute for advisory counsel on major life events.
Continuum Counsel
When the form stops fitting,
we have a conversation.
TexasEstates is for clean, common situations. For Trusts, blended families, business succession, professionals, tax-driven structures and contested matters, our advisory practice — Continuum Counsel — takes the matter directly.