A trust is only as strong as what's inside it.
Careful, step-by-step guidance to move the right assets into your trust — properly.
Creating a trust is step one. Funding it is what matters.
With over a decade of experience helping families with trust funding, Sergio specializes in the critical — and often overlooked — step of actually funding your living trust. That means making sure every asset you intend to protect is properly titled in the name of your trust, with beneficiary designations that align with your overall estate plan.
Without proper funding, even the most carefully drafted trust can fail to protect your family. Sergio walks you through every asset, every account, and every decision — so nothing is left to chance.
- Retitling real estate, bank accounts, and investment accounts into your trust
- Coordinating beneficiary designations to align with your trust and estate plan
- Reviewing life insurance ownership and assignment
- Identifying assets that should — and shouldn't — go into a trust
- Ongoing reviews as your assets or family situation changes
What to expect
- 01
Review your existing trust
We start with what you have — your trust document, your assets, and your intentions — to understand what needs to move.
- 02
Map every asset
We go account by account, property by property, to identify what is and isn't properly titled in the name of your trust.
- 03
Execute the transfers
Sergio guides you through the paperwork and coordination needed to retitle each asset correctly.
- 04
Confirm and document
You receive a clear record of what was funded, what was left out intentionally, and why — so nothing is ambiguous.
Is Your Trust Actually Funded?
Request a free analysis and find out if your assets are properly protected — before it's too late to fix it.
No obligation. Just clarity.