Trust Title Processor

The role

Trust Title Processor (Trust Funding Coordinator)

The Trust Title Processor (also called the Trust Funding Coordinator) makes sure every asset in a client's estate plan is properly transferred into the trust, so the trust is fully funded and legally effective.

This role bridges the gap between the client, the law firm, and financial institutions, ensuring that every required step in the funding process is completed accurately and on time.

A fully funded trust ensures that the client's estate plan works as intended: avoiding disputes, ensuring smooth asset transfer, and meeting legal requirements. Without a Trust Funding Coordinator, funding tasks could be overlooked, delaying or undermining the effectiveness of the estate plan.

The Trust Funding Coordinator is the operational engine that turns a signed estate plan into a fully functional, asset-backed trust, coordinating all the necessary paperwork, communications, and institutional processes to achieve that goal.

Responsibilities

• Identify and organize assets to fundCoordinate with the client to assemble assets and organize asset documents.
• Prepare title reportsIdentify current title ownership of each asset and compile findings into a title report to determine assets to be transferred into the trust.
• Maintain recordsKeep detailed, accurate documentation of all transfers and correspondence.
• Resolve issuesIdentify and overcome obstacles that delay funding, such as missing forms or institutional delays.
• Prepare funding documentsDraft deeds, beneficiary change forms, assignment documents, and other required paperwork.
• Communicate with clientsProvide updates, explain processes in plain language, and address questions or concerns.
• Coordinate signatures with clientsCoordinate with clients to get signatures on deeds, beneficiary change forms, assignment documents, and other required paperwork.
• Process signed funding documentsSubmit deeds, beneficiary change forms, assignment documents, and other required paperwork.
• Coordinate with institutionsContact banks, brokerages, insurers, retirement custodians, and companies to retitle accounts, change beneficiaries, and record deeds.
• Verify and track progressMaintain a live funding checklist, monitor deadlines, and follow up with the client and institutions until all assets are transferred.