Meet us at Heckerling 2026 Conference Orlando
Meet us at Heckerling 2026 Conference Orlando
TrustAlign handles the execution of trust funding after documents are signed.
Trust funding doesn’t fail because of drafting.
It fails because execution breaks down.
TrustAlign coordinates and completes the asset transfers, retitling, and institution-specific follow-through required to properly fund revocable trusts under attorney oversight.
You retain the attorney-client relationship. We handle the operational work that would otherwise fall to your paralegals or staff, while you and your clients can see progress throughout the process.
See exactly how firms track completion, catch problems early, and document execution across institutions.
15–20 minutes. Real examples. No sales theater.
You do the legal work right.
The problems start after signing.
Trust funding breaks down because execution is fragmented, manual, and hard to track across institutions, asset classes, and timelines.
This isn’t a diligence issue. It’s a structure issue.
Asset-specific requirements
Institution-specific processes
Spreadsheets and inboxes
Client status uncertainty
Long-term risk when steps are missed
TrustAlign does any or all of the detailed, time-consuming work to move assets into trusts. Working with TrustAlign is like having an outsourced team of specialist paralegals.
TrustAlign does not provide legal advice and
does not replace the attorney-client relationship.
What TrustAlign handles
Execution of asset transfers required to fund the trust
Retitling and institution-specific submission processes
Asset-by-asset follow-through across banks, brokerages, and property
Ongoing coordination until funding is complete
What remains with you
Legal judgment and advice
Client relationships
Oversight and review
Confidence that funding is actually getting done
Common questions.
Do you actually move the assets, or just track the process?
TrustAlign handles the execution of trust funding after trust agreements and related documents are signed. We coordinate and complete the asset transfers, retitling, and institution-specific follow-through required to fund the trust. This is not just tracking or reminders.
Does TrustAlign replace my legal work or client relationship?
No. You retain the attorney-client relationship and provide all legal advice. TrustAlign supports execution only — the operational work required to carry out the estate plan you’ve created.
How does this compare to handling trust funding internally?
Trust funding is time-consuming and highly variable. Firms that handle it internally often rely on paralegal or staff time spread across weeks or months, with significant coordination and follow-up. TrustAlign provides dedicated execution support and visibility, reducing internal overhead and disruption. With TrustAlign, you can turn a pain point for your firm into a profitable set of services.
How do you handle different asset types, institutions, and local requirements?
Trust funding requirements vary by asset, institution, and jurisdiction. TrustAlign is designed around those differences. We work within institution-specific processes and, when needed, coordinate with local estate professionals to ensure assets are transferred appropriately.
What happens when a funded trust is challenged years later?
TrustAlign creates a documented execution record that shows what was completed, when, and by whom.
Will anyone at TrustAlign take over my client relationship?
No. Your clients remain your clients. TrustAlign supports execution only and does not solicit or retain clients. TrustAlign does not provide legal advice. We simply provide you and your clients with the execution of the process needed for that crucial second step: trust funding. Although there is legal supervision to oversee work product to make it more efficient and meet rigorous standards, TrustAlign are not lawyers, we are not trying to perform or replace your work, and we do not provide legal advice.
TrustAlign supports any trust-heavy firm
Solo trust & estate practices
Clear visibility and follow-through without added administrative burden.
Multi-attorney trust & estate firms
Consistency and visibility across people, cases, and institutions.