Funding Your Revocable Living Trust

In this video, Heather Johnston, Founder and Managing Attorney, describes the process for funding a revocable living trust.

• 0:00 – Introduction to Funding and the Importance of Funding

• 5:59 – How to properly title or retitle assets

• 6:36 – Cash Accounts

• 8:19 – Investment Account

• 9:19 – Stocks & Bonds

• 10:02 – Stock Options

• 10:33 – Personal Effects

• 11:32 – Retirement Plans

• 12:56 – 529 Plans

• 14:04 – Life Insurance

• 15:06 – Mortgages, Notes & Receivables (money owed to you, private lending)

• 15:54 – Business Interests

• 19:04 – Oil, Gas & Mineral Rights

• 19:45 – Real Property and Real Estate

• 22:04 – Anticipated Inheritance, Gift, Lawsuit Judgments

• 23:20 – Real Life Examples

If you’re on a slow Internet connection, you can download this video in 1080p or 720p formats - just right click on the link and choose the applicable option to save the file to your device.

Heather Johnston

Founder, Managing Attorney

Sapphire Law Group

hjohnston@sapphire.law

916-546-5023