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Have A Trust But Need An Easy Way To Put Assets Into It?

Looking For the Right Michigan Estate Planning Lawyer Because You Have A Trust And Need Help Funding It Properly or Are Looking to Create A Trust? We Help You Protect Your Family and Your Assets and Make Sure Your Loved Ones Are Provided for

I Already Have A Trust

But I Need Help With:
  • Understanding the documentation
  • Filling out the necessary forms
  • Responding to my financial institution’s technical questions
  • Assign or change beneficiary designations
  • Getting the right assets into my Trust

I Need A Trust Created

But I Need Answers To:
  • Which Trust is right for my situation and goals
  • How to get started with the process
  • Best way to protect assets and my family
  • Ensure it is actually funded properly so it is a valid Trust

We Do The Work For You

Properly funding or creating a trust can be a time-consuming and overwhelming process. We find that most trusts are improperly funded and people who want a trust created are unsure how best to get the right assets into it. Additionally, complying with your financial institution’s needs can be complex. We make sure that the goals you set out to accomplish with estate planning actually happen when starts or finishes the job.

The term “trust fund” is thrown around often, yet most people have misconceptions about its process. Unfortunately, moving assets into a trust fund is not as easy as clicking on a button that says "transfer." Here's where comes in. In this one-minute video, the founder of, Attorney Michael Rutkowski, explains how we can help you secure your financial future and that of your loved ones.

Trusts We Help You Fund

Different types of trusts serve different purposes for the important people in your life. Be advised that the trust you choose will not work for you unless you complete the essential steps to have it funded, and 90% of Trust & Estate Planning Lawyers don't move your trust strategy past the finish line. Make sure your trust is really a TRUST!

  • Revocable Living Trust - Can be revised. Avoid probate, protect privacy, and minimize estate taxes.
  • Irrevocable Trust - Cannot be revised, amended, or terminated & offers tax shelter benefits.
  • Asset Protection Trusts (APT) - Protect assets from creditors, lawsuits & judgments. Revocable, Foreign, or Offshore.
  • SLAT Trust (Spousal Lifetime Access Trust) - Increased Estate tax exemption by transfer to an irrevocable trust.
  • ILIT (Insurance Trust) - Life insurance policy as an asset, exempt from grantor’s taxable estate.
  • Dynasty Trust - Protect wealth for generations and avoid transfer taxes like gift tax, estate tax, & OSTT
  • Marital Trust (“A” Trust) - To the surviving spouse upon death first, then to designated heirs upon the death of the second spouse.
  • Special Needs Trust - Avoid risk to public assistance disability benefits for physically / mentally disabled or chronically ill recipients.

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Describe Your Situation,
Request a Consultation

Call (248) 987-0400 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.

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We respect your privacy. The information you provide will be used to answer your question or to schedule an appointment if requested.

Why Choose

  • Confidential Case Assessment – During your virtual assessment, we will listen to you and help you determine your next steps.
  • Focused Legal Practice - Our firm only focuses on trusts, wills, estate planning, elder law, asset protection, long-term care plans, and closely related areas.
  • No Hidden Fees - Know the costs before starting (in most situations).
  • Experienced – In our 10 years in business, we've helped hundreds of families protect their legacies and plan for their futures.
  • Custom Plans and Solutions - You and your family are unique. That's why we don't use fill-in-the-blank form documents. Your plan is YOUR plan. Together we create plans that best fulfill your dreams and goals.
  • Highly Responsive - We strive for “freaky fast” returned client calls. No going dark or waiting days to hear back.
  • Proactive Approach - We help clients prevent legal problems and mistakes before they happen.
  • Client Education Focused - You'll get a clear & concise understanding of each step in the process. We offer webinars to all interested in attending.
  • We're Here for You Afterwards – After creating your plan, we periodically check in with you and keep you informed and can meet to review changes in your assets, situation, or wishes.
  • Highly Reviewed & Rated – Excellent 5-star rating on respected legal site AVVO, 5-star rating on Google. See some of our reviews below.
  • Virtual Visits - We offer fully virtual consultations and visits for your safety and ours. Our mobile notary will bring your paperwork to you.

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How We Help

Funding your trust is the process of transferring assets from your personal name into the name of your trust. It can be a very long and tedious process filled with pages and pages of forms. Each asset has its specific way that ties it to your trust, depending on the trust's goals. Banks, insurance companies, investment advisors, and even the US Treasury Department have different rules and forms that need to be completed to fully fund your trust.

At, we handle the entire process of re-titling your assets; changing beneficiary designations; preparing, filing, and recording deeds; and we work directly with your financial institutions to ensure everything is completed and done correctly.

Fully funding your trust is the only way to ensure that your assets avoid probate, have protection, and avoid unnecessary State and Federal taxes (if applicable).

Frequently Asked Questions


Do I transfer all my assets to my Trust?

Unless instructed otherwise by your estate planning attorney, all assets subject to probate, or assets that do not have beneficiary designations, should be titled in your Trust.

What happens to assets left outside of my Trust?

The “Pour-Over Will” directs that all assets left outside the Trust be transferred to the Trust at death. However, those assets must go through probate unless a beneficiary has been designated.

Is there anything I should not retitle to my Trust?

Yes. Retirement accounts, life insurance policies, annuity contracts, long-term care policies, auto or umbrella liability policies, social security, safe deposit boxes, vehicles, and 529 plans. These assets need to be tied to your Trust differently.

Do retirement plans get retitled to my Trust?

Not while you are alive. During your lifetime, retirement accounts (such as IRA’s, 401(K)’s, 403(b)’s, TSPs, Roth IRA’s, KEOGH, SEP-IRA’s, and Profit-Sharing plans, etc.) must remain in the owner’s name. However, it may be appropriate to name new beneficiaries depending on your estate planning strategy.

How do I put my personal property in my Trust (paintings, antiques, jewelry, coins, etc.)?

Since these assets have no registered title and no formal recognized transfer procedure, most trusts contain the language “generally assigning” all your tangible personal property to your Trust. Alternatively, the transfer of ownership of any asset to the Trust can be initiated, and in some cases perfected, by signing a so-called “General Assignment” instrument directing the transfer of “all rights, title, and interest in and to” the property to the Trustee.

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Client Reviews –

Click Here For More Reviews From Clients

Actual Words Clients Have Used to Describe Us and Their Experience

“the level of communication where we were kept informed every step of the way,” “Rutkowski exceeded expectations,” “most accommodating,” “no question goes unanswered,” “every step of the way we were treated with dignity and patience,” “not only professional and knowledgeable throughout the process, but they showed true compassion and interest in our personal situation,” “entire team was super helpful and the process was much, much easier than either of us had really expected,” “called the office after hours and received a call first thing in the morning,” “They made the process easy to understand and less overwhelming by walking you through each step,” “He took time to listen to our lives, help identify our needs, and create the perfect Trust for our family,” “you can tell in one conversation that Mike and his team know what they’re doing, and will work to make you happy,” “gave us a secure feeling that we were in good hands,” “excellent to work with for our peace of mind,” “Mike and his team were really kind and helpful,” “They were extremely professional and knowledgeable and most of all, a real pleasure to work with,” “I only have positive things to say about the team at Rutkowski Law,” “It is comforting to know that one has a support team,” “We were very satisfied with the professional, efficient manner in which Mike Rutkowski and his team handled the update of our legal documents”

If these qualities are what you are looking for in a law firm, then contact us to see how we can help you and your family.

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Our Location

We help families both locally within or near the Bloomfield Hills area and throughout Michigan. Our “Virtual Visits” and Mobile Notary allow us to serve the greatest area possible in the state.

Locally we serve Bloomfield Hills, Troy, West Bloomfield, Farmington Hills, Rochester and Rochester Hills, Sterling Heights, Shelby Township, Macomb, and many others.

What To Do Now:

We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Don’t let everything you’ve worked for slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with us and making the choices that best protect your legacy and wishes. Call us for one-on-one assistance at (248) 987-0400 with questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within 1 business day and often within hours the same day. All information is confidential.


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The information in this video is provided for general informational purposes only and may not reflect the current law in your jurisdiction. No information in this post should be construed as legal advice from the individual author or the law firm, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting based on any information included in or accessible through this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country, or other appropriate licensing jurisdiction.