Trust Funding Field Deck
Recall the FIELD method for trust-funding follow-up.
FIELD What does FIELD stand for in trust funding? Method choice Brokerage account versus IRA: same funding method? Funding method follows asset type and route. Client objection "Can we do this later?" Client is tired after signing. Your line "Yes, but let us assign each asset now. The trust controls only what reaches it, so the follow-up date is part of the plan." Do not let a signed binder replace implementation. It links the task to the client's goal. Proof What proof belongs in the file after funding? Recorded deeds, custodian acceptance, account title screenshots or letters, beneficiary confirmations, and…
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