Trust Funding · New Jersey
Your Trust Is Signed.
Now Let's Make Sure the Funding Gets Done.
A revocable living trust only controls the assets titled in its name. If your accounts and your home are still in your individual name, your trust may not do what you created it to do. We help you finish the job, your way.
Request Assistance With Trust Funding →Why It Matters
Funding Is What Puts Your Trust to Work.
Assets left outside the trust
Assets still in your own name may have to go through probate, even with a signed trust.
Your successor trustee's reach
If you become incapacitated, your successor trustee can manage only what the trust owns.
Designations that don't match
Beneficiary designations that do not match your plan can send assets somewhere you did not intend.
Funding is not complicated for every account, but it is detailed. Each bank, brokerage firm, and insurer has its own forms, and real estate requires a properly prepared and recorded deed. It is one of the most common places an otherwise good plan falls short.
Your Options
Two Ways to Complete Your Funding.
Self Directed Funding
- You follow the personalized funding instructions you received with your trust
- You use the guidance from your funding consultation with Shlomo
- The path most trust clients take
- Works well when you have the time and your accounts are straightforward
Attorney Assisted Funding
- We review what has been done and what remains
- We propose a written scope and a separate fee quote
- Work begins only after you sign an engagement agreement for it
- May include coordinating with banks, brokerage firms, and other institutions; preparing retitling letters and forms; preparing and recording a deed for New Jersey real estate, where agreed; and reviewing beneficiary designations
Each step is subject to an individual legal and tax review. Some assets, such as retirement accounts, usually should not be retitled to a trust at all.
Who This Is For
Clients of the Firm, and Other Trust Owners.
Himmel Law Firm trust clients
For clients who would rather not handle the transfers themselves, or who started and got stuck.
Trusts prepared elsewhere
We may be able to help after reviewing your trust document. New matters are subject to a conflict check and our acceptance, and we may decline work on a trust we cannot properly review.
How It Works
Five Steps, No Surprises.
Request
Send a short request. Please do not include account numbers, balances, or other financial details.
Review
We contact you within two business days to schedule a funding review. Owners of trusts prepared elsewhere book a paid consultation.
Scope and quote
We identify what remains and send you a written scope and fee quote.
Engagement
If you choose to proceed, you sign an engagement agreement and share documents through our secure client portal.
5. Completion. We complete the agreed work and confirm what was done in writing.
Request Assistance With Trust Funding.
Email us a short request with your name, phone number, who prepared your trust, roughly how many accounts or properties still need attention, and whether real estate is involved. Please do not send account numbers, balances, or other financial details.
Email a Funding Request → Or call (908) 671-1434. Sending a request does not create an attorney-client relationship or engage the firm; any additional work begins only after a written scope, fee quote, and signed engagement agreement.Questions
Trust Funding Questions.
Is my trust invalid if it is not funded?
No. An unfunded trust is still valid; it just may not control the assets you intended. Funding is what puts it into effect for those assets.
Do I have to hire you to fund my trust?
No. Many clients complete funding on their own using their instructions.
What does attorney assisted funding cost?
It depends on what remains. We give you a written quote before any work begins.
Learn more about revocable living trusts →
This page is general information about New Jersey law and is not legal advice. Reading it or sending a request does not create an attorney-client relationship.