Wealth Mavericks
Wealth Mavericks
Robert Wolf, Joe Arioto, and Erin Nevicosi
Funding Your Living Trust: A Step-by-Step Guide
17 minutes Posted May 7, 2026 at 4:00 pm.
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Show notes
Creating a living trust is only the first step. In this episode, Erin talks with Terra Firma attorney partner Ciara Lister about the part many people delay or forget entirely: actually funding the trust. Ciara breaks down the process in simple terms, including how to transfer real estate, update beneficiaries, handle business entities, and organize documents for your successor trustees. If your trust documents are signed but sitting unfinished, this episode is your practical nudge to complet...