Trust Planning Workbook: Decision, Drafting Preparation, and Funding

Practical trust planning is built through deliberate decisions, careful drafting preparation, and a thorough funding plan. This hands-on workbook walks you through each with templates designed for real situations. By the end of this course you will have a decision document, a drafting preparation summary for attorney consultation, a funding plan, a trustee selection reflection, and a review schedule. What you will learn: - How to decide whether a trust adds value for your situation - How to prepare a clear summary of wishes for attorney drafting - How to choose between revocable and irrevocable structures at a conceptual level - How to design a funding plan that actually moves assets into the trust - How to choose trustees including primary and successor - How to coordinate the trust with other estate documents - How to schedule periodic review The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed legal or financial advice. This course is written for adults who want a practical plan. By the end you will have replaced vague intent with a documented framework for attorney work.