Funding Your Living Trust: A Step-by-Step Guide

About this episode

This episode discusses the essential steps to funding a living trust, featuring insights from attorney Ciara Lister.

Creating a living trust is only the first step. In this episode, Erin talks with Terra Firma attorney partner Ciara Lister about the part many people delay or forget entirely: actually funding the trust. Ciara breaks down the process in simple terms, including how to transfer real estate, update beneficiaries, handle business entities, and organize documents for your successor trustees. If your trust documents are signed but sitting unfinished, this episode is your practical nudge to complet...

People in this episode

Host: Erin Nevicosi

Guest: Ciara Lister

Topics covered

• living trust
• funding trust
• estate planning
• real estate transfer
• successor trustees
• beneficiary updates

Keywords

• living trust
• funding
• estate planning
• real estate
• beneficiaries
• trustees

Mentioned in this episode

Organizations: Terra Firma

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