Why is trust funding so important?

Trust funding is what connects your assets to your estate plan.

If your trust says where everything should go, but your assets are not titled correctly or do not have the right beneficiary designations, your family may still have to deal with probate, delays, or confusion.

Trust funding often involves reviewing real estate, bank accounts, investment accounts, retirement accounts, life insurance, business interests, and beneficiary forms.

This is the part of estate planning where details matter.

*Reviewed by Estate Planning Attorney Casey Connealy, Partner at Gaughan & Connealy Estate Planning Attorneys on June 23, 2026.