08/27/2026
Case Study: "The Trust That Was Never Funded"
A couple invested in a carefully prepared living trust, believing their estate plan was complete.
Years later, their family discovered that although the trust had been created, their home had never been transferred into it.
The trust existed...
But one of their most valuable assets wasn't actually owned by the trust.
As a result, the family faced additional legal steps they hadn't expected.
The takeaway: Creating a trust is only part of the process. Properly funding the trust by transferring assets into it is just as important to help ensure it works as intended.
💬 Were you aware that creating a trust and funding a trust are two separate steps?
Disclaimer: This case study is based on real situations we've encountered. Some details have been modified to protect client confidentiality.