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How to Fund your Trust
In this episode, Vidhya explains the next steps after signing your trust documents, focusing on the critical process of funding your revocable trust. She walks through how to properly transfer assets like real estate, bank accounts, and non-tax-deferred accounts into the trust, ensuring that the trust can carry out its intended purpose. Vidhya highlights the importance of contacting financial institutions, understanding beneficiary designations, and addressing digital assets and safe deposit boxes.
She also covers key considerations such as handling out-of-state or international property and whether to retitle vehicles into the trust. Vidhya wraps up by offering practical advice on how to organize your estate planning documents and what to do if your circumstances change in the future.
In this episode, you will learn:
Chapters:
00:00 - Intro
00:34 - Funding your trust
01:16 - Important things to note
02:18 - Dealing with real property other than your home
03:02 - Your bank accounts
03:59 - Designating beneficiaries for accounts
05:20 - Tax-deferred accounts (IRA, 401k, 403b, etc.)
06:34 - Annuities and life insurance
06:47 - Tangible personal property (your “stuff”)
07:34 - Digital assets
08:59 - Your car(s)
09:17 - Your safe deposit box
10:17 - Keeping a list of your assets
10:43 - Should I share my documents with my loved ones?
11:40 - When to check in with your estate planning attorney
The content of this podcast is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this podcast for legal advice. Listening to this podcast is not intended to and shall not create an attorney-client relationship between you and Vidhya Babu or you and the Law Office of Vidhya Babu, APC. Messages or other forms of communication that you transmit to this podcast will not create an attorney-client relationship, and thus information contained in such communications may not be protected as privileged. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC makes any representation, warranty, or guarantee about the accuracy of the information contained in this podcast or in links to other podcasts or websites. This podcast is provided “"as is,” and does not represent any outcome or result from viewing this channel. Your use of this podcast is at your own risk. You enjoy this podcast and its contents only for personal, non-commercial purposes. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind.
© 2025 Law Office of Vidhya Babu. All rights reserved.
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By Vidhya BabuIn this episode, Vidhya explains the next steps after signing your trust documents, focusing on the critical process of funding your revocable trust. She walks through how to properly transfer assets like real estate, bank accounts, and non-tax-deferred accounts into the trust, ensuring that the trust can carry out its intended purpose. Vidhya highlights the importance of contacting financial institutions, understanding beneficiary designations, and addressing digital assets and safe deposit boxes.
She also covers key considerations such as handling out-of-state or international property and whether to retitle vehicles into the trust. Vidhya wraps up by offering practical advice on how to organize your estate planning documents and what to do if your circumstances change in the future.
In this episode, you will learn:
Chapters:
00:00 - Intro
00:34 - Funding your trust
01:16 - Important things to note
02:18 - Dealing with real property other than your home
03:02 - Your bank accounts
03:59 - Designating beneficiaries for accounts
05:20 - Tax-deferred accounts (IRA, 401k, 403b, etc.)
06:34 - Annuities and life insurance
06:47 - Tangible personal property (your “stuff”)
07:34 - Digital assets
08:59 - Your car(s)
09:17 - Your safe deposit box
10:17 - Keeping a list of your assets
10:43 - Should I share my documents with my loved ones?
11:40 - When to check in with your estate planning attorney
The content of this podcast is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this podcast for legal advice. Listening to this podcast is not intended to and shall not create an attorney-client relationship between you and Vidhya Babu or you and the Law Office of Vidhya Babu, APC. Messages or other forms of communication that you transmit to this podcast will not create an attorney-client relationship, and thus information contained in such communications may not be protected as privileged. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC makes any representation, warranty, or guarantee about the accuracy of the information contained in this podcast or in links to other podcasts or websites. This podcast is provided “"as is,” and does not represent any outcome or result from viewing this channel. Your use of this podcast is at your own risk. You enjoy this podcast and its contents only for personal, non-commercial purposes. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind.
© 2025 Law Office of Vidhya Babu. All rights reserved.