Trust Funding Checklist

Thank you for attending Trust Funding: Transferring the Deeds, Retitling the Accounts, and Finishing the Job, the CLE presented on September 28, 2026 by attorney Jim Fletcher.

If you are an attorney and found the CLE and these materials helpful, would you mind leaving a review on Justia or Avvo? You are also welcome to email questions directly to [email protected].

Trust Funding Checklist

Download the Checklist (.docx)

Bonus: Trust Funding Forms Toolkit

Download the Forms Toolkit (.docx)

The Forms Toolkit contains sample starting-place forms:

Assignment of Tangible Personal Property
Georgia Quitclaim Deed to Trustee of Revocable Trust
Bank / Brokerage Retitling Instruction Letter
Allonge and Assignment of Promissory Note
Georgia Assignment of Security Deed
Notice to Borrower of Assignment of Note and Security Deed
LLC Membership Interest Assignment and Transfer + Consent
Corporate Share Transfer / Stock Power + Consent
Partnership Interest Assignment + Consent
General Assignment of Contract Rights, Receivables, and Royalties
Patent Assignment + USPTO Recordation Instructions
Trademark and Goodwill Assignment + USPTO Recordation Instructions
Copyright Assignment + Copyright Office Recordation Instructions
Domain Name and Website Assets Assignment + Transfer Checklist
Cryptocurrency / Digital Asset Assignment and Funding Memorandum
Beneficiary Designation Planning Worksheet (Retirement / Insurance)
Funding Completion Certificate and Proof Checklist