This session addresses three crucial areas of funding a client's trust: real property transfers, bank account re-titling, and non-qualified and qualified investment accounts. For situations involving real estate, Kevin addresses pre-deed preparation, as well as drafting and submitting deeds. When re-titling bank accounts, certain documents will be required by the bank, which Kevin will explain, along with the use of transfer letters and other forms. Kevin also discusses working with a client's account manager or transfer agent, and answers the questions of whether to use transfer letter or investment company forms, and who should be involved in a change of ownership of non-qualified and qualified investment accounts.