Funding

Finest trust document with improperly titled assets is like installing a crack-proof safe but keeping your jewelry on top.

Too often a new client will come to us to assist them in trust administration of a loved one’s estate and we find that assets were not titled properly. This can lead to numerous poor consequences: A full probate that could have been avoided, time delays and extra costs for additional court filings, and plans that don’t work as the client intended. At Wright & Wright, we believe funding is so important, it is part of our estate planning process – to provide full funding assistance and monitoring to ensure the plan works as intended.