The Problem
Signing is followed by a different kind of work.
After the documents are signed, the household may still need to contact banks, brokerages, insurers and county offices. Each has its own paperwork and processing requirements.
Bancroft keeps those follow-ups with the household record. The trust-funding help article explains the steps, and the funding guide helps clients prepare.
Track the institution’s confirmation as well as the request. A mailed letter is evidence of a submission, not proof that ownership or a beneficiary designation has changed.
The Solution
Funding letters, automated. From asset inventory to the institution’s confirmation.
Letter Templates
Bank, brokerage, retirement, insurance, business. Pre-filled.
Bank Accounts
Prepares a request to retitle eligible bank accounts, using the household’s asset and trustee details. The institution may require its own forms.
Brokerage Accounts
Prepares a retitling request for taxable investment accounts, with trustee details and supporting-document instructions.
Retirement Accounts
Prepares a beneficiary-update request using the household’s recorded choices. Retirement accounts are not retitled into a living trust. Clients should review beneficiary decisions with qualified legal and tax advisers.
Life Insurance
Prepares a request for the policy change selected by the household. The carrier’s forms, approval and any legal or tax considerations still apply.
Business Interests
Prepares correspondence for a proposed business-interest transfer. Governing agreements, required consents and legal or tax review may affect the transfer.
Plus: Deed Recording
Real estate, handled end to end.
Beyond the funding letters, Bancroft handles real estate transfers as a paid add-on at $199 per deed. Lady Bird Deeds, which include licensed attorney review, are paused for now.
Where the state requires a transfer affidavit alongside the deed, Bancroft auto-generates it with the recording packet, including statutory filing-deadline reminders to help the household keep track of what is due.
The Workflow
Six steps. Tracked end to end.
01
Asset inventory
The household completes the asset intake during questionnaire. Bancroft knows which institutions hold which assets.
02
Auto-generated packet
For supported assets, generate a draft funding letter using the household and trust information already on file. Review the request before sending it.
03
Approval
The household can see the drafts. You or the household approve each letter, one at a time or all at once. If anything looks off, correct the asset and rebuild the draft.
04
Client packet
The client downloads the full ZIP, prints the letters, signs, and mails them. Or you mail them on the client behalf if you prefer.
05
Mark mailed, then upload the confirmation
Client marks each letter as mailed, then uploads the institution’s written confirmation into the encrypted Digital Safe once the change is made.
06
Automated reminders
Automated reminders prompt clients to mail letters that are approved and still unsent. Your dashboard keeps funding tasks visible for follow-up.