Estate planning · Trust funding

Funding Your Living Trust: What You Do and What I Do

The step most trusts fail at. Here is exactly who does what.

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The short answer

A living trust controls only what is titled in its name. I prepare the deed that moves your primary residence into the trust; that is included in the fee. You retitle your other assets using my written instructions and checklist.

What I do

1Draft the trust

Attorney drafting, one round of revisions.

2Deed your home

The deed moving your primary residence into the trust is included.

3Give you the checklist

Written instructions for retitling everything else.

What you do

Retitle your accounts and other assets into the trust using my written instructions and checklist.

Why it matters

An unfunded trust does not do its job. Anything left outside it can still require probate. See living trust vs. will in Oregon.

A living trust is not asset protection. A revocable trust is yours: you can change it, revoke it, and take everything back, so your creditors can reach it too. It avoids probate. It does not stop a lawsuit. If you own a business, practice medicine, hold rental property, or have real creditor exposure, see how asset protection works.

Frequently asked questions

What does “funding” a trust mean?

Titling assets in the trust’s name. A trust controls only what it holds.

Do you prepare the deed for my house?

Yes. The deed moving your primary residence into the trust is included in the Living Trust plan.

Who retitles my bank and investment accounts?

You do, using my written instructions and checklist. I answer your questions through signing.

What happens to assets that are never funded?

Anything not titled in the trust can still require probate.

Brian T. Bradley, Esq., Oregon and Washington estate planning attorney

About your attorney

Brian T. Bradley, Esq.

Licensed in Oregon, Washington & California · Based in Wilsonville

I draft every plan myself, and you talk to me, not a paralegal, from the planning call through signing. My main practice is asset protection for clients nationwide. I offer flat-fee estate planning to families here in the Portland metro and Southwest Washington because most of them need a clean, correct plan at a known price, not a custom engagement.

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Structure before stress.

Get the plan done while it is simple.

Book a free 15-minute call. I will tell you which flat-fee plan fits, or tell you if you need something I do not offer.

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Attorney advertising. Brian T. Bradley, Esq., Bradley Legal Corp, Wilsonville, Oregon. Licensed in Oregon, Washington, and California. This page is general information, is not legal or tax advice, and does not create an attorney-client relationship. Tax figures are stated as of October 2026 and can change. No plan guarantees a particular tax result.