Own a home? Make sure you move it into your Trust.

A deed title expresses the actual ownership of a property. Transferring the title of your deed into the name of the trust is part of the Trust funding process.

Funding a Trust simply means you will transfer ownership of the asset (in this case your deed) to the Trustee of the Trust.

Generally when retitling an asset it's written as Trustee Name, as Trustee of the Trust Name. If you have multiple trustees, this could be written as Trustee One Name and Trustee Two Name, as Trustees of the Trust Name.

Another good way to conceptualize Trust funding is to think of a box.

• Signing & notarizing the Trust document is what assembles the box

• You still have to put things into the box which is referred to as Trust funding

• Your Trust document says what happens at death similar to writing “Give these things to my kids upon my passing” on the box with a Sharpie

In relation to the deed transfer service, you would be putting your deed (aka your real-estate asset) into the box.

Deed transfer requests are fulfilled by our partner, Bundle. This provider cites a guarantee of same-day service for all orders. Visit www.bundletoday.com for more information about this service.

Through our third party partnership with Bundle, the deed transfer will be completed for you on your behalf. This is for those who prefer a professional, hands-on service to assist you with this critically important process.

Bundle's services include:

• Expert deed creation by licensed attorneys

• Recording services

• Deed notarization (+$100)

To get started with deed services from Bundle, you can visit their website: Visit Bundle

Do you have a client who wants to transfer their home into their Trust? Simply share this referral link that will take your clients to our deed transfer partner's page, where they can submit their deed transfer order online.