Most people stop short after signing their revocable living trust — they forget the most important step: funding it.
Here’s what that means:
✅ Deed your real estate — transfer your home and LLCs that own rentals into your trust (no tax triggered).
✅ Update your bank & investment accounts — complete the change of beneficiary (COB) forms so they’re owned by your trust.
✅ Add retirement accounts — list your spouse first and your trust second as the beneficiary.
If your trust is empty, it’s just a pile of paper. Once funded, it protects your assets, keeps things private, and ensures your wishes are followed.
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