Free reader's companion
The Trust Funding Kit
A free companion to the book: a fillable trust funding log for every asset, word-for-word phone scripts for retitling accounts and re-deeding your home, a beneficiary-designation coordination worksheet, an estate-binder checklist, and a letter to your successor trustee. Educational only, not legal advice; confirm details with your attorney.
- ✓Fillable trust funding log (every asset)
- ✓Word-for-word retitling & re-deeding scripts
- ✓Beneficiary-designation coordination worksheet
- ✓Estate-binder checklist + successor-trustee letter
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Your companion page right away, then a few short notes over the next three weeks, then an invitation to leave an honest review. Unsubscribe in one click, anytime.
Why a companion?
A trust only works if you fund it. The book gives you the full method; this free companion gives you the printable tools and a short audio briefing so you can put it to work the very first day.