Funding your Trust: Securities and Other Financial Accounts

After your Trust is signed, you must take steps to fund it with your Trust Property.  If you do not fund the Trust with your Trust Property, the Trust may not be effective, and your estate may have to go through probate upon your death.

Your broker can advise you how to retitle a brokerage account, or get stock and bond certificates reissued. A nonqualified annuity can be retitled, or the trust can be made a beneficiary.

Caution: For brokerage accounts that are qualified retirement accounts, see our Halaqa post on funding retirement accounts into your Islamic Trust.