Transfer cash into the trust bank account
Retitle real estate into the name of the trust
Assign brokerage and investment accounts to the trust
Reassign ownership of business interests to the trust
Transfer personal property using an assignment of property
Change beneficiary designations where appropriate
Update account registrations to reflect the trust
Execute a deed for any real property transfers
Prepare and sign a trust funding memo or assignment schedule
Fund the trust with life insurance through ownership transfer or beneficiary designation
Deposit checks payable to the trust
Confirm title transfers with financial institutions and recorders
Keep copies of all transfer documents with the trust records