Funding Your Trust - Welcome to 49th Estate Planning! Meeting your estate planning needs in Juneau, Alaska and throughout the State

Congratulations! You are almost done with setting up your trust.

Congratulations, your trust is signed and your estate plan is complete! Now it is time to bring it to life. Funding your trust is the final and most critical step in the process. Until your assets are titled in the name of your trust, your plan cannot work the way it was designed to protect you and your family. Below you will find our step-by-step funding guide, short how-to videos to walk you through each transfer, and direct contact information for our Funding Coordinator who is ready to help you every step of the way. Let’s get started!

Your Funding Coordinator

Anna Biglen

As our Funding Coordinator, Anna Biglen helps clients document, review, and transfer assets to support their estate planning goals, bringing a background in financial literacy, banking, and education to simplify complex processes with clarity. She holds a Bachelor of Arts from the University of Northern Colorado and is passionate about helping others achieve their personal and financial goals. Based in Denver, she enjoys skiing, hiking, gardening, and exploring the local arts scene.

Your Funding Guide

In these short videos, Liz will explain how to fully fund your trust. If you have any questions about any of the below topics, these videos are the fastest solution to getting your questions answered.

Five Steps to Fund Your Trust

1. Use Your Family Wealth Inventory

Start with the Family Wealth Inventory spreadsheet you received. Use it as a checklist to work through each asset, and refer back to the instructions on this page based on the specific type of asset you are addressing.

2. Update Your Beneficiaries

Prepare any beneficiary change forms needed and submit them to the appropriate entity.

Some changes can be completed entirely online
For banks and credit unions, schedule an in-person visit or call ahead to confirm drop-in is accepted

3. Schedule Your Appointments

Make appointments for any in-person visits to financial institutions. For banks and credit unions, confirm whether drop-in visits are accepted or if an appointment is required before you go.

4. Upload Confirmations to Your Portal

As you complete each recommended action, upload your confirmation documents to your online portal. At your next meeting, we will provide an updated spreadsheet showing all confirmations we have received on our end.

5. Follow Up if You Don't Hear Back

After submitting any change request, watch for confirmation from the entity.

If you have not received anything within 2 weeks, follow up and ask them to confirm the change has been made
Do not assume it is done until you have written confirmation

Need Help? Reach Out!

If anything is unclear or you have questions at any point in this process, please contact our office. No question is too small — getting this right is what protects your family.

Get in Touch

We’re here to help you create a plan that brings peace of mind and protects your loved ones. Whether you’re just starting your estate planning journey or need help refining an existing plan, we’re ready to assist.

If you would like to schedule a call at a time that works for you, click the button below or fill out the form. We’ll get back to you shortly.

Email: [email protected]
Phone: (907) 312-5436

Address: Jordan Creek Center
8800 Glacier Hwy, Suite 222
Juneau, AK 99801.

Not Ready to Schedule a Call Yet?

That’s okay—just fill out this form and we’ll get back to you shortly to answer your questions or help you get started.

Disclaimer: The information you obtain at this website is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your own individual situation. No attorney-client relationship is intended or formed by viewing this website, downloading and using the contents, forms, tips or information found on this website. We invite you to contact us and welcome your calls, letters, and email. Contacting us does not create an attorney-client relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.