Texas-statutory document
Attorney-Assisted Trust Funding
Tex. Prop. Code Ch. 113 (funded-trust requirement)
Your personalized, attorney-reviewed funding playbook — asset by asset.
A trust on paper without funding is an unfunded promise. This is the productized, customer-specific instruction document that closes the gap. From your intake — what assets you own, which institutions hold them, who the current account holders are — we generate a personalized funding playbook telling you exactly how to retitle, redirect, or assign each asset into your Revocable Living Trust. Attorney-reviewed. Asset-by-asset. Step-by-step.
What's included
- Asset-by-asset funding instructions — bank accounts, brokerage, retirement, life insurance, business interests, vehicles, digital assets
- Prioritized funding checklist — what to do first, second, third
- Sample retitling letters to financial institutions
- Sample beneficiary-designation update language (for accounts that should name the trust as beneficiary rather than be retitled)
- DIY vs. attorney-assistance call-outs — which steps you can complete yourself vs. which require additional engagement (deed recording, business-interest assignments)
- Funding-status tracker — a worksheet to mark each asset complete
- Attorney review of the final playbook to confirm it matches your trust's terms
Customers who have purchased an RLT or Trust Package and want a clear, written, attorney-reviewed roadmap for actually getting their assets into the trust.
Estates with significant business interests, multi-state property, or complex beneficiary structures — those route to Continuum Counsel for hands-on funding work.
Drafting or recording of any specific funding instrument — deeds, beneficiary-designation forms, LLC assignments — those are separate (see the Fund Your Trust Bundle for the deed + homestead designation, or Continuum Counsel for business-interest assignments). This product produces the *instruction* document; the customer either executes the steps themselves or purchases the additional drafting separately.
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.