Trust Funding in Michigan

A trust is a fantastic tool, but if it isn’t funded, it’s barely worth the paper it’s printed on. It’s like buying a new car, but not putting any gas in it! Great to look at and talk about, but it isn’t going to get you very far.

So, what does funding a trust mean?

Funding your trust is the process of transferring your assets from your name (joint ownership, an old trust name, etc.) into the name of your newly established trust. This can be a very long and tedious process filled with pages and pages of forms. Banks, Insurance Companies, Investment advisors and even the US Treasury Department have different rules and forms that need to be completed in order to fully fund your trust.

At Carrier Law, we guide through the entire process of re-titling your assets, and we work directly with your financial institutions to ensure everything is complete. This is unique: most law firms set up the trust, but you are expected to fund it yourself. We are by your side every step of the way until the trust is funded and set up to the way you intended.

Fully funding your trust is the only way to make sure that you avoid probate and that your assets go to exactly who you intended them to go to.

Client Success Stories...

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.
Sue Van Sluyters
All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.
Sally Brown
The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.
Mike Visser
I was totally lost when my husband's dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.
Dorothy Kelley
Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) - great experience. Thank you!
Linda & Gary Yakubowski
My husband and I just returned from your workshop in Portage...We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.
Robyn Bolle
Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!
Patti Smith
We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.
Delores