Your attorney drafted the trust; that part is done. But a trust only controls what has been moved into it — the deed re-recorded, the accounts retitled, the beneficiary forms confirmed — and that part is yours to finish. Termn runs it as one list: every asset, what moving it means, and the proof it landed.
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Your first workspace is free, no card · Plain words first, details one row at a time · Termn is not a law firm and gives no legal advice
Nothing here asks you to know legal words. You start from what you can name from the kitchen table, and every hard question arrives one row at a time, on the row it belongs to.
The house, the savings account, his IRA, the piano — in your own words. No account numbers, no legal descriptions yet. A short sweep of prompts helps you remember the things everyone forgets.
Every asset moves one of four ways: retitled, named on a beneficiary form, contributed into the trust’s own account, or assigned by a signed document. The schedule says which, who signs, and what the institution has to send back. A question only counsel can answer parks the row and says so.
Forms go out; the record shows what is out, who it waits on, and what came back. Done means the institution’s own confirmation is on file — a recording stamp, a new registration, a statement naming the trust — never a note that says it was mailed.
The same schedule, in the same words, that estate firms run client fundings on · Preparation copies for the signed documents, which your counsel replaces · A sent form proves nothing until something comes back
Termn is not a law firm, not a bank, and never holds your assets. Your counsel decided what belongs in the trust and drafts anything that needs drafting. Where an institution insists on its own form — banks and retirement custodians always do — that form governs, and Termn tracks the request and the confirmation rather than pretending a letter of ours could replace it. And a retirement account is never retitled into a trust: that is generally a taxable distribution of the whole account, so its row says “designate, never retitle” and leaves the decision with counsel and your tax advisor.
One workspace holds one family’s whole funding — every trust, every asset, and the annual re-checks after. Your first workspace is free if you are working alone: one live workspace, unlimited agreements inside it, no card and no time limit. After that it is $149 once per workspace, never a percentage of what the assets are worth.
See all pricing. Rows that end at a counter — a medallion signature guarantee, a county recording — are still errands, and the schedule at least makes them a short, named list.
Doing this for clients rather than your own family? Trust funding for firms and offices is the same engine with the book view, and the funding audit counts a back book of signed trusts for one flat fee.
Your first workspace is free: one live workspace, unlimited agreements inside it, no card.
Start funding your trust freeRather talk it through first? Contact us at sales@termn.ai.