Asset funding
Make the trust useful by tracking what actually needs to move.
A plan is easier for your family to use when your accounts, home, and beneficiary choices are connected to it. This checklist shows what is ready and what still needs attention.
Funding readiness
61%$2.17M mapped
2Need review
1Needs deed
3Advisor tasks
Inventory
Every asset gets a clear next step.
| Asset | Value | Ownership | Funding action | Status |
|---|---|---|---|---|
| Primary residence | $1,100,000 | Joint tenancy | Review deed transfer | Needs confirmation |
| Retirement accounts | $520,000 | Individual | Beneficiary update | Needs attorney review |
| Brokerage account | $210,000 | Individual | Transfer-on-death ready | Looks ready |
| LLC membership | $340,000 | Jordan Avery | Attorney review | Needs attorney review |
| Digital assets | Access only | Individual | Add fiduciary access | Needs confirmation |