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Trust Funding Letter to Client
**Role:** Estate planner. **Context:** Client: [NAME]. Trust: [NAME + TYPE]. Assets to retitle: [LIST]. **Task:** Letter. Why funding matter…
Role-Based
Prompt
**Role:** Estate planner. **Context:** Client: [NAME]. Trust: [NAME + TYPE]. Assets to retitle: [LIST]. **Task:** Letter. Why funding matters (avoids probate). Per asset: how to retitle (instructions per asset type). Beneficiary designations to update. Confirmation checklist. **Constraints:** Instructions specific per asset class. **Output format:** Letter + checklist.
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