Trust funding is more of an art than a science. “Funding” does not necessarily mean putting money or assets into a Trust NOW, but rather has to do with the process of how and when each asset will make its way into your Trust.

Time seems to be the one thing we can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare workers. You work tirelessly caring for others and may not have much free time to work on your estate planning. If you can answer the following questions or at least think them through, you can get a jump start on the estate planning process today.

Creating a comprehensive estate plan ensures that your assets are managed and distributed according to your wishes while providing peace of mind for your loved ones. Below, we outline 13 critical documents that every estate plan should include and explain their significance. At Treetown Law, we organize your essential documents in a leather-bound estate plan portfolio, and we provide digital versions of each document as well.