Trust Planning

How long does it take to set up a trust after you create the documents?

Creating trust documents is just the first step - the real work happens during funding, which can take several weeks to months. You'll need to transfer assets like real estate, bank accounts, and investments into the trust's name. Real estate transfers require new deeds, financial accounts need beneficiary updates, and some assets may require additional paperwork. Many families spread this process over 2-3 months to avoid rushing through important transfers.