Why do I need to transfer assets to my Trust?

Your Trust document proves the legal creation of the Trust and is used to verify that the Trust exists. Funding your Trust, or transferring assets to your Trust, is the process of legally retitling your assets from your name to the name of your Trust.

By transferring ownership of your assets from your name to your Trust's name, it legally ensures that these assets avoid probate and are distributed under the terms outlined in your Trust document. Since you are the Primary Trustee of your Trust while you're living, you still remain in full control of any assets transferred to your Trust until you pass.

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