You signed your trust. Is anything in it yet?

DME puts everything you own in one place, next to what your trust says about it, and gives you the steps and the words to finish.

Get startedFree to start. Under 2 minutes.

For anyone who's signed a living trust, last month or ten years ago.

Lawyers call this funding your trust.

Anything still in your own name doesn't follow your trust. It can end up in probate, the court process the trust was set up to avoid.

Until now

Your attorney drafts the trust and hands you a checklist. The deed is one form at the county. Each account is its own call to the bank. The business is paperwork nobody mentioned. Nobody is tracking it, so most of it waits in the binder.

Funding checklist (page 42 of the binder)
  • Record new deed with county recorder
  • Retitle checking and savings
  • Re-register brokerage account
  • Assign LLC membership interest
  • Review beneficiary designations

With DME

Your trust and everything it's meant to hold, in one place. Each thing shows its status, from what you told us, and the exact words to finish it. When it's done, your family opens one place and knows what's where.

Signing a trust doesn't put anything in it. Finishing does, and finishing is what DME is for.

How it works

  1. Tell us what you own

    Your house, your accounts, your business. Two taps, no counting.

  2. See what's in and what isn't

    Everything in one place, next to what your trust says about it.

  3. Finish each one

    The step and the exact words for every thing, down to what to say to your bank.

What you get.

  • Your trust, read and summarized in plain EnglishWhat it says should be in it.
  • A status for everything you ownFrom what you told us, one row per thing.
  • The step and the exact words for each oneDown to what to say to your bank.
  • The things that stay in your name, flaggedRetirement and insurance pass by who's named. Your plan covers that instead.
  • One place your family can openYears from now, the people you named see what's where and what to do. No binder, no guessing.

Three ways to finish.

Every option starts from the same place. The difference is how much DME does.

Get started
Ways to finish
What it includesDo it yourselfDone with youWe handle it
Your trust, read and summarized in plain English
Everything you own in one place, with a status for each
Your house, your accounts and your business, each with its next step
The step and the exact words for each thing, down to what to say to your bank
The record your family can open, kept and updated
A real person at DME walks every step with youNot included
DME contacts each bank and institution for youNot includedNot included
Your deed prepared by an attorney and recordedNot includedNot included
  • Included: Your trust, read and summarized in plain English
  • Included: Everything you own in one place, with a status for each
  • Included: Your house, your accounts and your business, each with its next step
  • Included: The step and the exact words for each thing, down to what to say to your bank
  • Included: The record your family can open, kept and updated
  • Not included: A real person at DME walks every step with you
  • Not included: DME contacts each bank and institution for you
  • Not included: Your deed prepared by an attorney and recorded

Questions along the way? You reach a real person at DME.

Good questions

What if everything's already in my trust?
Then you'll know, and you'll have it all in one place for the people you've named.
Do I need my trust papers to start?
No. Tell us what you own and we begin there. Add your trust whenever it's easy.
Is this legal advice?
No. We show what you told us about what you own, and the steps for each one. We're not a law firm.

Find out what's in your trust, and finish the rest.

Get started
Free to start. Under 2 minutes. A real person at DME if you have questions.
DME · Trust Funding