Clients often ask me, “Will you file my trust?” The short answer: No.
Trusts are designed to be private. Unlike Wills, which are filed with the court upon death, a Trust is not filed anywhere—unless it is contested or all acting Trustees have passed away. The only evidence of a Trust’s existence is how assets are titled (e.g., “John Doe and Jane Doe as Trustees of the Doe Living Trust”).
Because Trusts are private, I always encourage my clients to:
✔ Involve their children or trusted family members in their estate planning.
✔ Ensure their loved ones know where the original documents are kept and have a copy.
💡 Trusts Don’t Get Filed—But They Do Need to Be Funded
Funding a Trust means titling your assets in the name of your Trust—what I call “putting everything in your wagon” during my workshops.
🔹 What You Need to Do:
✅ Visit your bank and financial institutions to ensure accounts are properly titled in the Trust.
✅ Work with your financial advisor to update beneficiaries and trustee designations.
✅ Don’t assume your Trust automatically controls everything—funding is critical to keeping your estate out of court.
I remind my clients that they can always use my calendar link to schedule a free call if they have any questions about their Trusts.
If you want to work with an attorney who will be there to answer your questions, give me a call.
