How do I make sure all assets are properly funded to a trust?

Sqyro's trust funding tracker monitors every asset across 8 categories, showing which are funded, which need retitling, and generates the transfer documents needed — preventing the #1 estate plan implementation failure.

What is the most common estate planning mistake?

Unfunded trusts — assets never retitled to the trust after signing. Sqyro's funding tracker identifies every unfunded asset and generates transfer documents (grant deeds, LLC assignments, beneficiary changes) to complete the plan.

Trust Funding Tracker — See What's In and What's Not

Track which assets are funded into the trust

firmestate planning

Sqyro's trust funding tracker monitors asset titling status across 8 categories, identifying unfunded assets that could cause the estate plan to fail — the most common estate planning implementation error. Sqyro generates transfer documents (grant deeds, LLC assignments, beneficiary changes) directly from the tracker.

Sqyro tracks trust funding status for every asset across 8 categories, showing which assets have been titled to the trust, which need retitling, and what transfer documents are needed. The funding report identifies unfunded assets that could cause the estate plan to fail — the most common estate planning implementation error. Generate transfer documents (grant deeds, LLC assignments, beneficiary change letters) directly from the funding tracker.

How Sqyro compares

No other estate planning software provides automated trust funding tracking with integrated transfer document generation. Manual tracking with spreadsheets misses unfunded assets — the #1 estate plan failure point. Sqyro tracks funding across 8 asset categories and generates transfer documents directly — in plans starting at $199/month.

How to

1. Ask Sqyro about trust funding status
Example: 'Show me the funding status for the Smith Family Trust'

Trust Funding Tracker — See What's In and What's Not

How Sqyro compares

How to

Common questions

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