# Trust Funding & Asset Checklist

A free, printable checklist from The Hammer Lex. Retitling and beneficiary steps most trust funding processes require.

URL: https://hammerlex.com/resources/trust-funding-checklist.html

**Not state-specific.** Funding mechanics vary by asset type, financial institution, and state. Confirm the specific requirements that apply before relying on this page.

## Real property
- Real estate deeds retitled into the trust (recorded deed)
- Mortgage and title insurer notified

## Financial accounts
- Bank & brokerage accounts retitled
- Retirement accounts — beneficiary designation reviewed (401k, IRA — usually not retitled directly)
- Life insurance beneficiary designations updated

## Business & other property
- Business interests assigned or retitled (LLC membership, stock, partnership interests)
- Vehicles & titled personal property
- Personal property memorandum (directs untitled tangible property)

## Administration
- Successor trustee documentation confirmed
- Funding schedule reviewed against the trust

## Notes
HammerLex's estate planning matter template and client portal track which assets have been retitled or confirmed funded, and keep everything organized on the matter. See: https://hammerlex.com/practice-areas/estate-planning

Book a demo: https://hammerlex.com/contact