Episode 67: Funding Your Revocable Trust

Law Days and Lattes with Sidney Wheelan

You’ve set up your revocable trust—now what? In this episode, Sidney Wheelan explains the crucial next step that too many families overlook: funding your trust.

Think of your trust like a basket—it can only protect what’s inside it. Sidney breaks down, step by step, how to move your assets into that “basket” so your estate plan actually works when you need it to.

💼 In this episode, you’ll learn:

• Why transferring real estate to your trust keeps your family out of probate
• How to assign LLC and business interests correctly
• The right way to handle vehicles and bank accounts (and when to use a Certification of Trust)
• How to include non-titled assets like jewelry, farm equipment, and collectibles
• Why you should not retitle your retirement accounts—and what to do instead

Sidney also shares practical examples from the Wheelan Law Firm’s process, helping you understand not just what to do, but why it matters.

🎧 Tune in to learn how to turn your trust from an empty promise into a powerful protection plan for your family’s legacy.

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Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕

WheelanLaw.com

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.