For owners of an already signed revocable trust
A signed trust only works when the assets catch up.
Use your attorney's funding instructions to plan each account, property, owner, due date, and supporting document.
Check what is still unfundedFree and ungated. No account numbers, values, beneficiaries, or documents.
Every asset has a status, owner, and next step.
Termn records the work. Your source documents and professionals determine legal status.
Family trust · Funding workspace
3 of 4 assets have a clear path
Follow each asset through review and institution confirmation.
- Source instruction attached
Bring the instruction
Start with an already signed revocable trust and the funding instructions supplied by your attorney or trust service.
- Asset plan created
Map each asset
Give every asset a generic label, category, current state, next owner, and due date inside the private workspace.
- Requirements assigned
Resolve requirements
Track institution forms and follow-up. Legal, tax, deed, beneficiary, entity, and suitability questions stop for counsel.
- Outcome supported
Collect supporting documents
Add customer-approved confirmations, statements, recorded documents, or stated exceptions to the relevant asset.
- Completion record reviewed
Review the outcome
Review completed, excluded, blocked, and counsel-owned assets. The final summary describes the work and does not certify legal status.
Your documents and professionals determine each asset's legal status.
Termn coordinates
Existing instructions, institution requirements, assigned follow-up, customer-approved supporting documents, and explicit exceptions.
Your professional decides
Trust language, title, beneficiaries, taxes, deeds, entity actions, asset suitability, execution formalities, and legal sufficiency.
Trust funding before you begin.
Does Termn create or review my trust?
No. Termn works with an already signed US revocable living trust. It does not create, amend, interpret, execute, notarize, or certify a trust or replace your attorney or tax professional.
What information does the free check collect?
Only whether the trust is signed, whether you have funding instructions, general asset categories, an asset-category count, and whether professional review may be needed. It does not ask for an email, document, account number, value, institution, beneficiary, or free-text asset description.
Can Termn retitle every kind of asset?
No. Termn coordinates administrative work from instructions supplied by you or your professional. Real estate, retirement accounts, insurance, business interests, and legal, tax, deed, beneficiary, entity, or suitability decisions must stay with the responsible professional.
Does a completed task prove the asset is legally in the trust?
No. Termn summarizes the supporting documents and exceptions you approve. Your attorney or other qualified professional determines title, legal sufficiency, tax treatment, beneficiary effect, and probate consequences.
What is included in the Guided Close?
After Termn accepts the request and you approve the written service order, the fixed $1,500 Guided Close includes one Project Pass, a kickoff review of your existing instructions and asset map, and up to four hours of administrative coordination across five standard assets. Additional time requires your written approval at $250 per hour.