EPISODE · Sep 15, 2025 · 35 MIN
The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
from The Retirement Nerds · host Erik Soderborg
In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning — funding your trust. Your Trust is worthless if you have not properly funded the trust.Jim walks through the 7 key types of assets that should go into your trust and explains exactly how to fund each one, including:1. Real Estate2. Bank Accounts3. Brokerage Accounts4. Life Insurance5. Retirement Accounts6. Personal Property7. Business Assets📌 If you’ve created a living trust (or are thinking about it), but haven’t funded it properly — this video is a must-watch. Discover how to avoid probate, protect your legacy, and make sure your trust actually works when it’s needed most.ESTATE PLANNING 101 VIDEOhttps://youtu.be/nkFQmsdCW-IWANT TO SET UP YOUR OWN TRUST?Jim and his team can complete your estate plan in all 50 states.https://easylegalplanning.com/Or, reach out to me to connect you to Jim. [email protected] RETIREMENT RESOURCES:https://TheRetirementNerds.com/JOIN THE MONTHLY NEWSLETTERhttps://theretirementnerds.com/newsletter/⏰ TIME CODES ⏰0:00 Introduction1:19 What Funding Means1:45 7 Types of Assets3:21 Real Estate7:35 Bank Accounts12:51 Brokerage Accounts15:55 Life Insurance18:45 Retirement Accounts21:52 Personal Property25:10 Pour-Over-Will Clarification27:41 Business Assets29:40 Final Summary32:37 Where to Get Help33:28 Make it Easy=============================#estateplanning #theretirementnerds #willandtrust #retirementnerds
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The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
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