trust funding Archives - Jason Wootten

Person reviewing living trust documents and asset account papers at a desk to check trust funding

Trust Funding The Step That Makes or Breaks Your Living Trust

by Jason Wootten
May 31, 2026May 21, 2026

A living trust only works when your assets are actually connected to it. If you sign the trust and stop there, you may still leave your family with probate, title problems, and expensive cleanup work. You… Trust Funding The Step That Makes or Breaks Your Living Trust

DIY planner updating a trust funding tracker spreadsheet with account titling status and proof documents.

7 Trust Funding Trackers and Asset Titling Tools for DIY Planners

by Jason Wootten
February 12, 2026February 23, 2026

If you are funding a revocable living trust without a full-service law firm doing the legwork, you need two things working together: a reliable way to track what has actually been retitled, and a set… 7 Trust Funding Trackers and Asset Titling Tools for DIY Planners