WCS Trust Funding Lab

You signed the trust. Now how do you determine what it actually holds?

Join Minister Sam for a this recorded class that helps you organize the steps between signing a trust and documenting its assets. You’ll learn why listing an asset in a trust is not always the same as completing a transfer, what questions to ask about different asset types, and what records can help confirm a step is complete.

What’s included:

• A recorded class you can follow at your own pace
• A downloadable participant workbook
• Examples involving accounts, property, and business interests
• A seven-step framework for tracking funding actions
• Exercises to inventory up to three assets and create a 30-day action plan

This Lab is for people who already have a signed trust or expect to receive one soon. By the end, you’ll have a clearer picture of what to investigate, what remains pending, and which questions to take to an attorney, CPA, institution, or other qualified professional.

Investment: $47

This is an educational class. It does not include a live Q&A, review of your trust, document drafting, asset transfers, account retitling, or individualized legal, tax, insurance, or investment advice. Completing the Lab does not mean your trust is funded.

A trust is not the goal. Continuity is the goal.