You have Submitted your Information to Set Up your Free Wiser Estate Plan

The next step is to decide if you want to fund your own trust or have us do it for you!

A Trust Not Funded Will Not Work

Trust Funding is the process of assuring that if you get sick, disabled, or pass away, your family will not go through Living Probate or Death Probate. 

Step 1 - Draft your trust

Step 2 - Fund your trust

Step 3 - Upload your trust to a digital vault

Step 4 - Advise all your loved ones where to go in case of emergency

If you don't fund your trust or if you fund your trust incorrectly, your loved ones may go through the same gruesome, time consuming and expensive process as they would have without you creating the trust.

Trust Funding

  • The first step in getting your family protected is to get your physical trust drafted. 
  • The second, and equally important step is to assure that your trust is funded.
  • What is trust funding?  It is like going through the probate process while you are alive. 
  • Trust Funding is the changing of titles, ownership and beneficiaries while you are alive.  This eliminates the need for courts, lawyers, delays and costs if you get sick or pass away.
  • In order for a trust to actually work, it must own everything, including your bank accounts, your investment accounts, your real estate as well as being the beneficiary of all insurances, annuities and retirement plans. 
  • If you don't "FUND" your trust, it will not work.  If you get sick, disabled or are mentally unable to handle your financial affairs, your loved ones will  have to go through Living Probate.  This is the process of getting a court to assign rights to those responsible for paying your bills and making sure that your world does not fall apart if you are unable to handle financial affairs for either a long term or a short term challenge.  
  • If you don't "FUND" your trust and you die - it will not work.  This means that your loved ones will still have to go through the painful, time consuming, and expensive process of probate despite your effort to create a trust.



Three Options for Trust Funding

You Decide

Trust Funding
Add On Now

$199.99


If you add on the Trust Funding Package on purchase of your Trust you will receive a 60% discount and only pay

$199.00

  • Change beneficiaries on annuities, life insurance and retirement plans
  • Assist in changing all bank accounts
  • Prepare and file one deed for your primary residence (additional deeds are $75.00 per deed)  (excludes your counties filing fee - usually between $50.00 - $75.00)
  • Access to our advanced Online Digital Vault with emergency access for loved ones
  • Up to one hour consultation with one of our estate advisors
Get Now

Trust Funding
Add On Later

$499.00


If you add on the Trust Funding Package after initial purchase of your Trust the cost is $499.00

  • Change beneficiaries on annuities, life insurance and retirement plans
  • Assist in changing all bank accounts
  • Prepare and file one deed for your primary residence (additional deeds are $75.00 per deed) (excludes your counties filing fee - usually between $50.00 - $75.00)
  • Access to our advanced Online Digital Vault with emergency access for loved ones
  • Up to one hour consultation with one of our estate advisors
Get Now

Trust Funding
For Non-Wiser Estate Plan Trusts 

$699.00


If you have had your trust prepared elsewhere, use our experts to help you fund your trust. Get the assurance that your trust will work!

  • Change beneficiaries on annuities, life insurance and retirement plans
  • Assist in changing all bank accounts
  • Prepare and file one deed for your primary residence (additional deeds are $75.00 per deed) (excludes your counties filing fee - usually between $50.00 - $75.00)
  • Access to our advanced Online Digital Vault with emergency access for loved ones
  • Up to one hour consultation with one of our estate advisors
Get Now
I am not interested in trust funding and I will do it all myself