A trust that isn't funded
isn't protecting anyone.
Most people set up a trust and never transfer their assets into it. Logan tracks every asset you own, shows you exactly what is and is not funded, and tells you precisely what to do for each one.
Trust funding
Your assets
- Primary residenceFunded
- Joint checkingFunded
- Brokerage accountFunded
- Vehicle titleNot yet
- Vacation propertyNot yet
The most common estate planning mistake.
Setting up a trust is only half the job. An unfunded trust — one where assets have not been retitled into the trust — provides none of the protections a trust is designed to give. Your home still goes through probate. Your accounts still freeze.
Funding a trust means transferring ownership of your assets from your individual name into the name of the trust. For real estate that means a new deed. For financial accounts that means contacting the institution and requesting a title change.
Most people never complete this step because nobody tells them how. Logan provides plain-English instructions for every asset type and every major institution so the job actually gets done.
- House in your name
- Accounts in your name
- Trust sits in a drawer
- Probate still likely
- House in trust name
- Accounts retitled
- Assets protected
- Probate avoided
Every asset type, covered.
Real Estate
We generate the deed to transfer your property into your trust and provide county-specific recording instructions and filing fees.
Bank Accounts
Exact retitling instructions for every major institution. What to say, who to call, what document to bring.
Brokerage Accounts
Step-by-step instructions for retitling taxable investment accounts at Fidelity, Schwab, Vanguard, and others.
Retirement Accounts
IRAs and 401ks stay outside the trust and pass via beneficiary designation. We provide beneficiary designation update instructions for each provider.
Life Insurance
Life insurance passes via beneficiary designation. We provide instructions for updating your beneficiary designation with your carrier.
Digital Assets
Crypto wallets, online accounts, and digital files documented and inventoried so nothing is inaccessible to your family.
Your trust funding score.
Logan tracks every asset you add to your inventory and shows you a real-time trust funding score — the percentage of your estate that is funded and protected. Every asset has a status: funded, in progress, or not yet started.
Trust funding score
60%
3 of 5 assets funded
- Funded
Primary residence
$1.2M
- Funded
Joint checking
$48K
- Funded
Brokerage account
$320K
- In progress
Vehicle title
$32K
- Not yet
Vacation property
$640K
Estimated trust value
$2.24M
From inventory to funded.
Add your assets
Enter your real estate, accounts, retirement funds, life insurance, and digital assets. Manual entry at MVP with account connectivity coming soon.
See your funding plan
Logan categorizes each asset — fund into trust, beneficiary designation, or leave out — and shows you exactly what to do for each one.
Follow the instructions
Plain-English retitling instructions per asset, per institution. Check each one off as you complete it and watch your funding score climb.
No credit card required.
Real estate is the most important asset to fund.
Your home is likely your largest asset and the most probate-exposed thing you own. Transferring it into your trust requires a new deed — Logan generates it for you and provides county-specific recording instructions.
Deed Generation
We generate a California grant deed transferring your property from your individual name into your trust name. Ready to sign and record.
County Recording
We provide the exact county recorder office, filing instructions, recording fee, and submission process for your specific California county.
Asset funding matters most if…
You own real estate
Property in your name goes through probate. Property in your trust does not.
You have accounts at multiple institutions
Each institution requires its own retitling process. Logan consolidates all the instructions in one place.
You recently set up a trust
Most newly created trusts are never funded. If you already have a trust check your funding status now.
You have had major life changes
Bought a new home, opened new accounts, inherited assets — any change means new assets to fund into your trust.
Start your asset inventory today.
One-time setup. First year free. No hidden fees.
Essential
Individual protection for the fundamentals.
First year free · then $99/yr
- Revocable living trust
- Pour-over will
- Power of attorney
- Healthcare directive
- Asset inventory and trust funding guidance
- Document vault and beneficiary management
Family
Full coverage for couples and growing families.
First year free · then $149/yr
- Everything in Essential
- Joint trust for two co-grantors
- Two pour-over wills
- Shared dashboard access
- Shared family vault
- Successor trustee portal
- Guardian designation for children
Legacy
Your personal estate planning attorney, on call year-round.
First year free · then $379/yr
- Everything in Family
- Licensed estate planning attorney reviews all documents before delivery
- Attorney-certified certificate of trust
- Annual 30-minute attorney consultation
- Unlimited attorney-reviewed amendments
- Priority support with attorney response
All plans include a 30-day money-back guarantee. First year of membership included with every plan. Annual renewal is optional — your documents are yours after setup. Membership keeps your plan current with life events, amendments, and continued vault access.
Compare every feature on the full pricing page.
Funding a trust means transferring ownership of your assets from your individual name into the name of your trust. Until assets are retitled into the trust they are not protected by it and may still go through probate.
Real estate, bank accounts, taxable brokerage accounts, vehicles, business interests, and personal property can be transferred into a trust. Retirement accounts and life insurance policies pass via beneficiary designation and stay outside the trust.
No. Transferring retirement accounts into a trust triggers immediate taxation. They typically remain in your name with beneficiary designations updated to reflect your wishes. Logan provides beneficiary designation instructions for each provider.
In California transferring real estate into a trust requires a grant deed signed by the current owner and recorded with the county recorder. Logan generates the deed and provides county-specific recording instructions.
You will need to record a new deed transferring the new property into your trust. Logan members can add new assets to their inventory at any time and receive updated instructions.
Yes. Your Logan dashboard shows every asset in your inventory with a real-time funding status and trust funding score so you always know where things stand.
Looking for the full estate plan? See everything Logan covers.