An anonymous 90-second check

Is your trust actually funded?

Most trusts fail because assets were never properly transferred. This quick check helps you see if yours is at risk — without sharing any personal details.

⏱ 90 seconds 🔒 Fully anonymous ✓ No email required

We never ask for your name, email, or what you own.

Question 1 of 5 · Real Estate

For every property you own — your primary home, any rental or investment property, and any vacation or second home — are you sure each one has been transferred into the name of your trust?

If you did this, you would remember…

Calling the county recorder's office in the state where each property sits
Signing and recording a new deed naming the trust as owner
Having a copy of the new recorded deed in your files
Seeing the trust's name on your property tax statement

Note: Each property in a different state requires a separate deed transfer in that state.

Yes — I'm sure I did this for every property

I did this for some, but not all

I'm not sure, or I haven't done it yet

I don't own any property

Question 2 of 5 · Financial Accounts

For every bank account, brokerage or investment account, and retirement account you own — are you sure each one has been properly aligned with your trust?

If you did this, you would remember…

Visiting or calling each bank and brokerage separately — one call per institution
Filling out a form to either retitle the account or add a "Transfer on Death" designation to the trust
For retirement accounts: updating both primary and contingent beneficiaries to align with the trust
Having confirmation paperwork from each institution in your files

Note: Retirement accounts are different — they should not be retitled to the trust, but the beneficiary designations must coordinate with it.

Yes — I'm sure I did this for every account

I did this for some, but not all

I'm not sure, or I haven't done it yet

I don't have any of these accounts

Question 3 of 5 · Insurance Policies

For every life insurance policy you own, are you sure the beneficiaries are aligned with your trust?

If you did this, you would remember…

Calling each life insurance carrier to update beneficiaries — one call per policy
Filling out a beneficiary designation form for each policy
Receiving written confirmation that the trust is listed as a primary or contingent beneficiary

Yes — I'm sure I did this for every policy

I did this for some, but not all

I'm not sure, or I haven't done it yet

I don't have any life insurance policies

Question 4 of 5 · Personal & Digital Assets

For your valuable personal property (art, jewelry, collectibles) and digital assets (cryptocurrency, online accounts), are you sure these are documented and assigned to your trust?

If you did this, you would remember…

Signing a "Personal Property Assignment" listing valuable items to be governed by the trust
Creating a written inventory of online accounts, crypto wallets, and access information
Leaving instructions for your trustee on how to access digital assets

Yes — I have signed documents for both

I did one of these, but not both

I'm not sure, or I haven't done it yet

I don't have valuable personal property or digital assets

Question 5 of 5 · Business Interests

If you own any business interests (LLC, S-Corp, C-Corp, or partnership), are you sure each one has been formally assigned to your trust?

If you did this, you would remember…

Signing assignment paperwork transferring your ownership interest to the trust
Updating the business's governing documents — Operating Agreement (LLC), Shareholder Agreement and Stock Ledger (Corp), or Partnership Agreement
Having updated copies of both the assignment and the governing documents in your files

Note: A signed assignment alone is not enough — the business's internal records must also reflect the change.

Yes — assignments and governing documents are updated for every business

I have assignments signed, but governing documents weren't updated

I'm not sure, or I haven't done it yet

I don't own any business interests

Result

You are at high risk for probate

If probate happens, here's what your family faces

These are the four costs of probate — the very reasons you created your trust in the first place.

Want to verify your trust on your own?

Download our free Trust Funding Verification Checklist — a step-by-step guide to what documents to find, what to look for, and how to confirm whether each asset class is actually in your trust.

Download the Free Checklist

When you're ready for help

Talk to a Trust-Align specialist

We sign a privacy agreement before reviewing anything specific to your situation. Then we go over your trust together, identify exactly what needs to be done, and handle it for you start to finish.

Schedule a Free Call Learn More About Trust-Align

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