Trust Funding:

Make Sure Your Trust Works the Way It Should

Creating a trust is only the first step. For your trust to be effective, it must be “funded”, meaning your assets are properly titled in the name of the trust. Without proper funding, your trust may not control your property, and your estate could still end up in probate. At Capital City Wills & Trusts, PC, we help families fund both new trusts and existing trusts prepared by other attorneys. Whether you need to transfer real estate, retitle accounts, or update beneficiary designations, we make sure your estate plan actually works.

Why Trust Funding Matters

  • Avoid Probate — Assets left outside the trust may still require court supervision.

  • Ensure Accuracy — Property deeds, bank accounts, and investments must be correctly titled to the trust.

  • Protect Beneficiaries — Proper funding ensures assets are distributed according to your wishes.

  • Peace of Mind — Your estate plan only works if your trust is fully funded.

What We Can Help With

  • Transferring real estate into your trust with updated deeds

  • Retitling bank, brokerage, and investment accounts

  • Updating beneficiary designations on retirement plans and life insurance

  • Coordinating with lenders, institutions, and financial advisors

  • Reviewing existing trusts prepared by other attorneys to check for funding issues, outdated provisions, and opportunities to strengthen your plan.

Our Approach

We don’t just draft documents — we help you implement them. Our process ensures your trust is funded now, and that updates are made as your financial situation changes. This proactive approach prevents surprises later and ensures your family is fully protected.

Take the First Step

If you’re not sure whether your trust has been funded — or if you know it hasn’t — we can help. Whether we created your trust or another attorney did, Capital City Wills & Trusts, PC makes sure your plan works.

Service Areas

Capital City Wills & Trusts, PC serves clients across California, with a focus on Sacramento, Placer, and El Dorado Counties, as well as the Bay Area.

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