Establishing a revocable trust is just the first step. In order to ensure that assets are properly managed and distributed during life and upon death, the client should consider whether and when to fund the revocable trust. Moving assets into a revocable trust is as much about process as it is about purpose. This conversation clarifies what “funding” means, when retitling supports probate avoidance and incapacity planning, and when leaving assets outside the trust may be preferable, with practical guidance for common asset types and a checklist-driven approach to ensure the plan works as intended.