Your trust is ineffective if it isn’t properly funded. We see this all the time during our initial client meetings. When we update your estate plan, we don’t hand you an instruction sheet and expect you to fully and properly fund your trusts. We discuss funding during the Design process, we host a monthly funding workshop for our Legacy Club members, and we offer funding support by working with you and your financial firms to ensure that your accounts fit “hand in glove” with your estate plan. You are involved in every step of that process, but we provide you with the education, tools, and support you’ll need along the way.