Commit to the 30-Day Trust Funding Follow-Up

Schedule and draft a 30-day trust-funding follow-up for one signed revocable trust matter. Client has signed or will soon sign a revocable trust with assets requiring deeds, retitling, beneficiary review, or assignments. Funding follow-up: "Here is the status of each asset: [asset] - [method] - [owner] - [proof needed] - [date]. Please send confirmations for completed items and flag anything the custodian will not process." In 3 days, check whether the follow-up is on the calendar and the asset-specific email draft exists. A revocable trust signing where the brokerage account still needs retitling A trust package with real estate deed…

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