Drafting a trust is only the first step—if your assets aren’t legally transferred into it, your estate can still end up trapped in public probate court. The DIY Legacy Toolkit gives you the exact tools, templates, and step-by-step instructions needed to properly fund your trust without paying thousands in legal retainer fees.

Designed for proactive action-takers, this turn-key package equips you with professional assignment forms, bank directives, and a master asset inventory checklist so you can secure your legacy over a single weekend.

What’s Included:

• Complete Document Bundle: General Bill of Sale, LLC Interest Assignment, and Financial Account Transfer Directives.
• Master Asset Funding Checklist: A step-by-step matrix covering real estate, bank accounts, business equity, and personal property.
• Execution Guidebook: Clear, jargon-free instructions on how to fill out, sign, and store your funding documents.