Trust Funding Review video
Every deed, statement and beneficiary form read against the trust, each asset tracked on a board until a document proves it is in the trust's name. 1:18
What the film shows
Checks each asset's title and beneficiary form against the trust and lists what is unfunded
Agents read the trust and every deed, statement and beneficiary form, compare each asset's current title with the exact title the trust requires, and flag what is unfunded or mis-designated. They draft the letter, form or deed for each institution; the attorney approves and the paralegal sends. A card moves to Confirmed only when a new statement, recorded deed or plan letter shows the trust's name.
Transcript
- Trust Funding Review checks every asset's title against the trust, for estate planning firms.
- Unfunded, a trust is just a will: probate fees here would top eighty thousand dollars.
- The Hallworths signed six weeks ago: seventeen assets worth three point one million.
- Agents read every deed, statement and form: twelve assets sat outside the trust.
- Each card shows today's title beside the title the trust requires.
- A new statement names the Hallworth Family Trust, and the brokerage card moves to Confirmed.
- Karen's retirement plan still named her estate, so agents drafted the plan's own form.
- The house deed keeps the legal description word for word; Annelise approves it.
- Nine of twelve confirmed: probate exposure fell from two point eight to one point two million.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.