Christopher S. Mulvaney

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Putting assets into your Trust is called “funding” the Trust. Funding can occur during your life or after you pass.

You can open new accounts in your name as Trustee of your Trust and then transfer funds from accounts in your name personally.

You can also fund your Trust with a Transfer on Death Deed for real estate or with a Beneficiary Designation on a 401(k), IRA, brokerage, or life insurance account.