Asset Integration/ Funding

Asset Integration, also called Funding, is the process of getting property to a trust.  The two main ways to do this are re-titling and by using beneficiary designations.  If your assets are not properly funded to your trust, your trust is empty.  An empty trust will not accomplish the goals you had in mind when the trust was originally created. At Davis Schilken, PC we have an entire department dedicated to the funding of trusts, a service most law firms do not offer.

What You Need

For a complete list of the information we need you to provide in order to correctly fund your assets, please click the link:  Funding Checklist

What to Expect

• Our funding work is billed on a unit-rate fixed fee basis. We will be happy to provide you with whatever level of funding assistance you desire
• We will create a detailed matrix which lists all of your assets and our recommended funding of those assets
• We will work with you and your advisors to make sure the changes are made, and that your trusts are fully funded

Fully funding your trust ensures probate avoidance, property control and the coordinated management of assets -- all of which saves money and time.

Funding Table
The following table is a general guide for titling assets to ensure that your plans are fully funded.  We recommend that you consult with one of our Asset Integration Specialist prior to funding your trust.

Client Care Program