Drafted, and funded.
We coordinate the right document set with estate attorneys — and fund it, the step that most often gets skipped.
The right document set, coordinated with counsel
We coordinate with estate attorneys to design the right document set — wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives — for the family's situation.
Funding is the step that gets skipped
A trust that isn't funded — accounts retitled, beneficiaries updated — provides none of the protection the documents describe. We handle the funding step alongside the drafting, not as an afterthought.
What’s included.
- Will and trust coordination — one document set, matched to the family
- ILITs, IDGTs, and SLATs — specialized structures, matched to the goal
- POA and healthcare directives — decisions covered if you can't make them
- Trust funding and beneficiary alignment — the paperwork and the accounts, in agreement
- Periodic document review — the plan re-checked as life changes
How it works.
Review what's in place
You get a clear picture of what's already in place, and where it's fallen out of step with what you actually own.
Coordinate the drafting
You and your estate attorney arrive at a document set built around your family, not a generic template.
Fund the trust
We retitle accounts and update beneficiaries so ownership actually matches the documents.
Answers from the practice.
What does it mean to fund a trust?
Retitling accounts and property, and updating beneficiary designations, so ownership actually matches what the trust document says. A signed but unfunded trust provides none of the protection the paperwork implies.
Does 755 Financial draft the legal documents?
No — an estate attorney drafts wills, trusts, and powers of attorney. We coordinate that process and handle the funding step that follows, working from the same file as the rest of the plan.
Is trust and will planning right for my situation?
It fits families whose documents either don't exist yet or haven't kept pace with the estate — and especially those whose trusts were drafted but never funded. If your documents are current and the funding is complete, a periodic review may be all you need. A first conversation is how we find out — observations are shared, decisions stay yours.
What happens after I reach out about trusts and wills?
We start with a conversation about your family and what you want the documents to accomplish. We review what already exists — wills, trusts, and how accounts and property are actually titled — and coordinate with your attorney on whether and how the practice can help.
Coordinate with the rest of the firm.
Wealth Transfer
Observations are shared; decisions stay yours.
Estate PlanningCharitable Planning
Done well, charitable giving is a tax move, a values move, and a family-conversation move at once.
InsuranceInsurance Planning
Life, disability, long-term care, and property and liability coverage sized to the gap.
Talk through trusts & wills.
An introductory conversation is the easiest way to learn whether 755 Financial is the right fit.
Schedule a Conversation