A trust is only effective if it’s properly funded.
A trust is only effective if it’s properly funded. Without funding, your assets may still go through probate—defeating one of the main purposes of your estate plan. At Carmen B. Marquez, P.C., we don’t just create your trust and leave you guessing—we walk you through the funding process step by step.
We work closely with you (and, if you choose, your financial advisor) to ensure your trust is fully funded and protected.
We help you identify which of your assets need to be retitled or assigned to your trust.
We provide written guidance and hands-on assistance to help you complete transfers.
We don’t stop at the signing table. Our team is available for follow-up calls and emails for up to 3 months to assist with trust funding—at no extra cost to our Private Clients.
We help you identify which of your assets need to be retitled or assigned to your trust.
We provide written guidance and hands-on assistance to help you complete transfers.
We don’t stop at the signing table. Our team is available for follow-up calls and emails for up to 3 months to assist with trust funding—at no extra cost to our Private Clients.
We offer a free 60-minute consultation where we’ll walk you through what funding means, what steps you need to take, and how we can help. Schedule your free consultation now.
