MARK KOHLERMain Street Professionals, Main Street Professionals, Main Street Professionals, Main Street Professionals, Main Street Professionals, LLC · Owner at Main Street Professionals, LLC

How to Fund Your Living Trust 📁

25 Jun 2026 · 1 min

Watch on YouTube

0:34

In this instructional video, Mark Kohler explains the practical steps to fund a living trust. He begins by emphasizing the importance of giving the trust a unique, non‑personal name (e.g., "Green Tree Trust") and notes that the trust’s dated effective date can differ from the signing date. He then outlines the core funding strategy: whenever you acquire a new asset or open a new account, you should title it directly in the name of the trust, ensuring that future assets automatically belong to the trust. For assets you already own—such as brokerage accounts, cryptocurrency wallets, real estate, or LLC interests—he advises transferring them into the trust’s name. By consistently using the trust name for both new and existing assets, the trust becomes fully funded and ready to function as intended.

Chapters

Your trust is going to get a name. Let's call it the Green Tree Trust, dated July 4th, 2026. The day you sign it may be a little different than the date the trust is dated. That's okay. And give it a unique name. I typically don't like it to be your name. Moving forward, anytime you buy an asset or open an account, you're going to say, oh, put it in the name of my trust. That's it. That's how you did it. The trust is now funded with that brokerage account, that crypto account, whatever it is, piece of real estate, an LLC. It's now in the name of the trust moving forward because you used the trust name, not your own name. Assets you already own, we've got to transfer in.