Trust Funding Consultation

Service Description

Have specific questions about funding your trust? This consultation provides focused legal guidance for clients who have completed their estate plan and need advice about particular assets, ownership arrangements, beneficiary designations, or next steps. Heather will address your questions and explain general funding strategies that may apply to your situation. This consultation is not a comprehensive review or verification of your trust funding and is not a substitute for a Trust Funding Audit. If you would like Heather to systematically review your assets and identify potential gaps or errors, a Trust Funding Audit may be recommended. The consultation also does not include deeds, transfer documents, or other legal work, which may be quoted separately if needed.