estate planningelite+high risk
Trust Funding Checklist (Asset Transfer Plan)
Generate a trust funding plan by asset class (VERIFY institution steps).
≈ 25 minutes saved per run.
What it does
Creates a trust funding checklist by asset category (real property, bank, brokerage, business interests, vehicles, insurance) with placeholders for institution-specific forms and recording steps.
Inputs
- Trust Summarytext|json · requiredType/purpose (as stated)
- Asset Inventoryjson|text · requiredAssets to fund (as stated)
Outputs
- Funding Checklistjson
- Client Messagetext
Guardrails
- No legal advice
- VERIFY institution steps
- Attorney review required