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. We walk you through the funding process step by step.
Ensure Your Trust Actually Works
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, working closely with you and, if you choose, your financial advisor, to ensure your trust is fully funded and protected.
Get Funding Help
How We Help You Fund Your Trust
Personalized Asset Review
We help you identify which of your assets need to be retitled or assigned to your trust.
Clear Instructions and Support
We provide written guidance and hands-on assistance to help you complete transfers.
Three Months of Post-Signing Support
We don't stop at the signing table. Our team is available for follow-up calls and emails for up to 3 months, at no extra cost to our Private Clients.
Why Proper Funding Matters
Avoid Probate
Assets titled in your trust bypass the probate process entirely.
Protect Your Wishes
Your plan works exactly as you intended, with nothing left to chance.
Simplify Administration
Your Successor Trustee can act quickly, without court involvement.
Prevent Costly Mistakes
Unfunded assets can trigger fees, delays, and family stress.
Get help with funding today.
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.