Asset funding
Make the trust useful by tracking what actually needs to move.
Most estate plans fail after drafting because assets are never retitled or beneficiary designations stay stale. This screen turns funding into a checklist and revenue-retention loop.
Funding readiness
61%$2.17M mapped
2High risk
1Needs deed
3Advisor tasks
Inventory
Every asset gets ownership, funding, and risk status.
| Asset | Value | Ownership | Funding action | Risk |
|---|---|---|---|---|
| Primary residence | $1,100,000 | Joint tenancy | Review deed transfer | Medium |
| Retirement accounts | $520,000 | Individual | Beneficiary update | High |
| Brokerage account | $210,000 | Individual | Transfer-on-death ready | Low |
| LLC membership | $340,000 | Jordan Avery | Attorney review | High |
| Digital assets | Access only | Individual | Add fiduciary access | Medium |