​You have finally completed your Living Trust and other Estate Planning documents and a heavy burden has finally been lifted off of your shoulders! (YES!)

First, congratulations! You have already taken a major step that only 20% of the American population has completed. Now that you have created your Living Trust, you now have to put assets in the trust. 

WAIT! you mean to tell me I’m not done yet?

Not quite. Many families forget to fund their trust. In order for the Living Trust to work efficiently, you have to put your assets in the trust. Here’s a list of common things you can put into your Living Trust

​If you’re here, you’re  probably interested in Estate Planning or want to be intentional about WHERE and WHO your assets go when you transition. I know this conversation may seem daunting, but it does not have to be. The best thing we can do for our families and loved ones is to ease the amount of stress/pressure that’s put on them when we transition. 

If this is something you care about then you’re in the right place! Let me introduce myself, my name Sydney Jordan, I am a Navy Veteran, Paralegal, Loan Signing Agent, and Notary. I’ve been helping families with Estate Planning since 2018 and have worked as a Paralegal for five years. While serving in the U.S. Navy, I had the privilege of helping active duty service members and Veterans with critical documents, power of attorneys, court cases, divorce, litigation, and other legal proceedings.