In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning — funding your trust.

Your Trust is worthless if you have not properly funded the trust.

Jim walks through the 7 key types of assets that should go into your trust and explains exactly how to fund each one, including:

1. Real Estate

2. Bank Accounts

3. Brokerage Accounts

4. Life Insurance

5. Retirement Accounts

6. Personal Property

7. Business Assets

📌 If you’ve created a living trust (or are thinking about it), but haven’t funded it properly — this video is a must-watch.

Discover how to avoid probate, protect your legacy, and make sure your trust actually works when it’s needed most.

ESTATE PLANNING 101 VIDEO

https://youtu.be/nkFQmsdCW-I

WANT TO SET UP YOUR OWN TRUST?

Jim and his team can complete your estate plan in all 50 states.

https://easylegalplanning.com/

Or, reach out to me to connect you to Jim.

[email protected]

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⏰ TIME CODES ⏰

0:00 Introduction

1:19 What Funding Means

1:45 7 Types of Assets

3:21 Real Estate

7:35 Bank Accounts

12:51 Brokerage Accounts

15:55 Life Insurance

18:45 Retirement Accounts

21:52 Personal Property

25:10 Pour-Over-Will Clarification

27:41 Business Assets

29:40 Final Summary

32:37 Where to Get Help

33:28 Make it Easy

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#estateplanning #theretirementnerds #willandtrust #retirementnerds