Prioritize trust-funding follow-up after signing a revocable trust package.
Post-signing gap The trust binder is complete, but the brokerage account and cabin remain individually titled. A trust can govern only what reaches it or is directed to it. Decision walk Instrument -> route -> owner -> follow-up Funding is implementation, not clerical cleanup. Shortcut Hand the client a generic funding memo. The trust becomes an operating plan rather than a binder. Implementation risk is legal risk when the document depends on asset routing. Exposure Step 1 The client owns a $480,000 brokerage account individually. What do you do first? Route Step 2 The client has a traditional IRA naming…
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